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Clayton Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Clayton Financial 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 		– Sell
-2,500
Closed -$379K – 217
2026
Q1 		$379K Hold
2,500
– – 0.19% 47
2025
Q4 		$353K Buy
+2,500
New +$353K 0.18% 53

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clayton Financial Group's DVY Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 2,500 shares — an estimated $379K sold.

Clayton Financial Group first reported a position in DVY in Q4 2025 and held it in 2 quarters. The position peaked at $379K in Q1 2026. 682 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 2,500 iShares Select Dividend ETF shares in Q2 2026, an estimated $379K.
  • Clayton Financial Group first reported a position in iShares Select Dividend ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's iShares Select Dividend ETF position peaked at $379K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.