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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.57M Sell
16,467
-189
-1% -$29.1K 0.03% 137
2026
Q1 		$2.52M Hold
16,656
– – 0.04% 131
2025
Q4 		$2.35M Hold
16,656
– – 0.04% 121
2025
Q3 		$2.37M Sell
16,656
-3,333
-17% -$462K 0.04% 119
2025
Q2 		$2.65M Buy
19,989
+1,394
+7% +$180K 0.04% 112
2025
Q1 		$2.5M Hold
18,595
– – 0.05% 107
2024
Q4 		$2.44M Sell
18,595
-345
-2% -$47K 0.05% 104
2024
Q3 		$2.56M Buy
18,940
+345
+2% +$44.6K 0.06% 102
2024
Q2 		$2.25M Sell
18,595
-167
-0.9% -$20.3K 0.05% 100
2024
Q1 		$2.31M Sell
18,762
-25
-0.1% -$2.93K 0.05% 95
2023
Q4 		$2.2M Buy
18,787
+25
+0.1% +$2.75K 0.05% 98
2023
Q3 		$2.02M Hold
18,762
– – 0.06% 94
2023
Q2 		$2.13M Buy
18,762
+2,111
+13% +$240K 0.06% 96
2023
Q1 		$1.95M Hold
16,651
– – 0.06% 101
2022
Q4 		$2.01M Buy
+16,651
New +$1.97M 0.07% 102
2022
Q3 		– Sell
-16,651
Closed -$1.96M – 96
2022
Q2 		$1.96M Hold
16,651
– – 0.08% 101
2022
Q1 		$2.13M Sell
16,651
-324
-2% -$40.5K 0.08% 103
2021
Q4 		$2.08M Buy
16,975
+166
+1% +$19.8K 0.08% 98
2021
Q3 		$1.93M Buy
16,809
+202
+1% +$23.6K 0.08% 103
2021
Q2 		$1.94M Hold
16,607
– – 0.08% 104
2021
Q1 		$1.9M Hold
16,607
– – 0.09% 100
2020
Q4 		$1.6M Buy
16,607
+3,300
+25% +$300K 0.08% 97
2020
Q3 		$1.08M Sell
13,307
-1,711
-11% -$143K 0.06% 110
2020
Q2 		$1.21M Buy
+15,018
New +$1.2M 0.07% 99
2019
Q4 		$1.09M Buy
+10,326
New +$1.06M 0.09% 102
2019
Q1 		– Sell
-31,870
Closed -$2.85M – 120
2018
Q4 		$2.85M Buy
31,870
+3,100
+11% +$297K 0.28% 53
2018
Q3 		$2.87M Sell
28,770
-325
-1% -$32.6K 0.27% 51
2018
Q2 		$2.84M Buy
29,095
+325
+1% +$31.5K 0.28% 55
2018
Q1 		$2.74M Sell
28,770
-169
-0.6% -$16.5K 0.27% 50
2017
Q4 		$2.85M Hold
28,939
– – 0.29% 47
2017
Q3 		$2.71M Buy
28,939
+169
+0.6% +$15.6K 0.29% 46
2017
Q2 		$2.65M Sell
28,770
-485
-2% -$44.6K 0.3% 45
2017
Q1 		$2.67M Sell
29,255
-929
-3% -$84.1K 0.3% 47
2016
Q4 		$2.67M Sell
30,184
-125
-0.4% -$10.8K 0.31% 47
2016
Q3 		$2.6M Buy
+30,309
New +$2.62M 0.32% 46
2016
Q1 		– Sell
-10,639
Closed -$800K – 105
2015
Q4 		$800K Sell
10,639
-13,599
-56% -$1.03M 0.13% 85
2015
Q3 		$1.76M Buy
24,238
+18,406
+316% +$1.38M 0.33% 52
2015
Q2 		$438K Buy
+5,832
New +$455K 0.09% 117

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DVY Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 1.1% in Q2 2026, selling an estimated $29.1K and leaving 16,467 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #137.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DVY in Q2 2015 and has held it in 38 quarters since. The position peaked at $2.87M in Q3 2018. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 16,467 shares of iShares Select Dividend ETF worth $2.57M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 189 iShares Select Dividend ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Select Dividend ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2015 and has held it in 38 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Select Dividend ETF position peaked at $2.87M in Q3 2018.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.