Clarus Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Clarus 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
2025 Q2	–	Sell	-3,236	Closed	-$407K	–	89
2025 Q1	$407K	Buy	+3,236	New	+$434K	0.22%	65
2023 Q1	–	Sell	-12,116	Closed	-$1.5M	–	132
2022 Q4	$1.5M	Buy	12,116 +281	+2%	+$33.2K	0.99%	29
2022 Q3	$1.28M	Sell	11,835 -9,016	-43%	-$1.08M	0.92%	28
2022 Q2	$2.46M	Sell	20,851 -1,297	-6%	-$162K	1.73%	22
2022 Q1	$2.84M	Buy	22,148 +9,376	+73%	+$1.17M	1.77%	20
2021 Q4	$1.62M	Buy	12,772 +8,932	+233%	+$1.06M	0.93%	27
2021 Q3	$450K	Hold	3,840	–	–	0.28%	62
2021 Q2	$450K	Hold	3,840	–	–	0.28%	63
2021 Q1	$444K	Sell	3,840 -254	-6%	-$26.8K	0.28%	66
2020 Q4	$408K	Hold	4,094	–	–	0.27%	70
2020 Q3	$344K	Sell	4,094 -433	-10%	-$36.1K	0.27%	80
2020 Q2	$360K	Sell	4,527 -250	-5%	-$20K	0.3%	72
2020 Q1	$331K	Sell	4,777 -48	-1%	-$4.59K	0.33%	84
2019 Q4	$507K	Buy	4,825 +365	+8%	+$37.6K	0.34%	82
2019 Q3	$455K	Buy	4,460 +245	+6%	+$24.4K	0.33%	71
2019 Q2	$420K	Buy	4,215 +2,401	+132%	+$237K	0.3%	57
2019 Q1	$178K	Buy	1,814 +34	+2%	+$3.26K	0.13%	116
2018 Q4	$159K	Buy	1,780 +120	+7%	+$11.5K	0.25%	109
2018 Q3	$166K	Buy	1,660 +31	+2%	+$3.11K	0.11%	156
2018 Q2	$155K	Buy	+1,629	New	+$158K	0.12%	151
2018 Q1	–	Sell	-2,109	Closed	-$208K	–	132
2017 Q4	$208K	Buy	+2,109	New	+$203K	0.2%	105

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarus Wealth Advisors's DVY Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 3,236 shares — an estimated $407K sold.

Clarus Wealth Advisors first reported a position in DVY in Q4 2017 and held it in 21 quarters. The position peaked at $2.84M in Q1 2022. 1,297 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Clarus Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 3,236 iShares Select Dividend ETF shares in Q2 2025, an estimated $407K.
Clarus Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 21 quarters.
Clarus Wealth Advisors's iShares Select Dividend ETF position peaked at $2.84M in Q1 2022.
1,297 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.