Clarus Group’s iShares Select Dividend ETF DVY Stock Holding History

Clarus 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	$271K	Sell	1,737 -592	-25%	-$91.1K	0.09%	91
2026 Q1	$353K	Hold	2,329	–	–	0.13%	71
2025 Q4	$329K	Hold	2,329	–	–	0.12%	74
2025 Q3	$331K	Hold	2,329	–	–	0.12%	79
2025 Q2	$309K	Hold	2,329	–	–	0.11%	77
2025 Q1	$313K	Hold	2,329	–	–	0.12%	73
2024 Q4	$306K	Hold	2,329	–	–	0.11%	77
2024 Q3	$315K	Hold	2,329	–	–	0.13%	80
2024 Q2	$282K	Hold	2,329	–	–	0.12%	92
2024 Q1	$287K	Hold	2,329	–	–	0.2%	86
2023 Q4	$273K	Hold	2,329	–	–	0.21%	83
2023 Q3	$251K	Hold	2,329	–	–	0.18%	89
2023 Q2	$264K	Hold	2,329	–	–	0.19%	89
2023 Q1	$273K	Hold	2,329	–	–	0.26%	68
2022 Q4	$281K	Hold	2,329	–	–	0.25%	69
2022 Q3	$250K	Hold	2,329	–	–	0.23%	72
2022 Q2	$274K	Hold	2,329	–	–	0.23%	75
2022 Q1	$298K	Hold	2,329	–	–	0.2%	78
2021 Q4	$268K	Hold	2,329	–	–	0.18%	87
2021 Q3	$267K	Sell	2,329 -74	-3%	-$8.65K	0.18%	87
2021 Q2	$281K	Hold	2,403	–	–	0.21%	77
2021 Q1	$278K	Hold	2,403	–	–	0.23%	76
2020 Q4	$248K	Buy	+2,403	New	+$218K	0.21%	80

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

Clarus Group's DVY Position: Q2 2026 in Review

Clarus Group reduced its iShares Select Dividend ETF (DVY) stake by 25% in Q2 2026, selling an estimated $91.1K and leaving 1,737 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #91.

Clarus Group first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $353K in Q1 2026. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Clarus Group held 1,737 shares of iShares Select Dividend ETF worth $271K as of Q2 2026.
Clarus Group sold 592 iShares Select Dividend ETF shares in Q2 2026, an estimated $91.1K.
iShares Select Dividend ETF made up 0.09% of Clarus Group's portfolio in Q2 2026, its #91 holding.
Clarus Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Clarus Group's iShares Select Dividend ETF position peaked at $353K in Q1 2026.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.