Clark Capital Management Group’s iShares Select Dividend ETF DVY Stock Holding History

Clark Capital Management Group’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	$563K	Sell	3,605 -1	-0%	-$154	﹤0.01%	386
2026 Q1	$546K	Buy	3,606 +1	+0%	+$151	﹤0.01%	372
2025 Q4	$509K	Hold	3,605	–	–	﹤0.01%	360
2025 Q3	$512K	Buy	3,605 +71	+2%	+$9.83K	﹤0.01%	345
2025 Q2	$469K	Buy	3,534 +124	+4%	+$16.1K	﹤0.01%	334
2025 Q1	$458K	Sell	3,410 -900	-21%	-$121K	﹤0.01%	347
2024 Q4	$566K	Sell	4,310 -1,740	-29%	-$237K	﹤0.01%	330
2024 Q3	$817K	Hold	6,050	–	–	0.01%	309
2024 Q2	$732K	Sell	6,050 -165	-3%	-$20K	0.01%	299
2024 Q1	$766K	Sell	6,215 -273	-4%	-$32K	0.01%	302
2023 Q4	$761K	Buy	6,488 +1,794	+38%	+$197K	0.01%	292
2023 Q3	$505K	Sell	4,694 -1,798	-28%	-$204K	0.01%	285
2023 Q2	$736K	Hold	6,492	–	–	0.01%	268
2023 Q1	$761K	Buy	6,492 +2,464	+61%	+$298K	0.01%	263
2022 Q4	$486K	Sell	4,028 -147	-4%	-$17.4K	﹤0.01%	295
2022 Q3	$448K	Buy	4,175 +200	+5%	+$24K	0.01%	292
2022 Q2	$468K	Sell	3,975 -339	-8%	-$42.4K	0.01%	271
2022 Q1	$553K	Sell	4,314 -2,417	-36%	-$302K	0.01%	300
2021 Q4	$825K	Sell	6,731 -407	-6%	-$48.5K	0.01%	260
2021 Q3	$819K	Hold	7,138	–	–	0.01%	261
2021 Q2	$832K	Buy	7,138 +4,044	+131%	+$481K	0.01%	270
2021 Q1	$353K	Sell	3,094 -313	-9%	-$33.1K	0.01%	307
2020 Q4	$328K	Hold	3,407	–	–	0.01%	318
2020 Q3	$278K	Buy	+3,407	New	+$284K	0.01%	289
2018 Q2	–	Sell	-2,718	Closed	-$259K	–	276
2018 Q1	$259K	Sell	2,718 -1,254	-32%	-$122K	0.01%	262
2017 Q4	$391K	Buy	3,972 +665	+20%	+$64K	0.01%	241
2017 Q3	$310K	Buy	+3,307	New	+$306K	0.01%	267
2017 Q1	–	Sell	-2,947	Closed	-$261K	–	282
2016 Q4	$261K	Buy	2,947 +494	+20%	+$42.5K	0.01%	266
2016 Q3	$210K	Buy	+2,453	New	+$212K	0.01%	285

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clark Capital Management Group's DVY Position: Q2 2026 in Review

Clark Capital Management Group reduced its iShares Select Dividend ETF (DVY) stake by 0.03% in Q2 2026, selling an estimated $154 and leaving 3,605 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Clark Capital Management Group first reported a position in DVY in Q3 2016 and has held it in 29 quarters since. The position peaked at $832K in Q2 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Clark Capital Management Group held 3,605 shares of iShares Select Dividend ETF worth $563K as of Q2 2026.
Clark Capital Management Group sold 1 iShares Select Dividend ETF share in Q2 2026, an estimated $154.
iShares Select Dividend ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #386 holding.
Clark Capital Management Group first reported a position in iShares Select Dividend ETF in Q3 2016 and has held it in 29 quarters since.
Clark Capital Management Group's iShares Select Dividend ETF position peaked at $832K in Q2 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.