Clean Yield Group’s iShares Select Dividend ETF DVY Stock Holding History

Clean Yield 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 Q1	$39.4K	Hold	260	–	–	0.01%	240
2025 Q4	$36.7K	Hold	260	–	–	0.01%	253
2025 Q3	$36.9K	Buy	+260	New	+$36K	0.01%	252
2025 Q1	–	Sell	-328	Closed	-$43.1K	–	460
2024 Q4	$43.1K	Hold	328	–	–	0.01%	241
2024 Q3	$44.3K	Hold	328	–	–	0.01%	238
2024 Q2	$39.7K	Sell	328 -150	-31%	-$18.2K	0.01%	246
2024 Q1	$58.9K	Sell	478 -300	-39%	-$35.1K	0.02%	219
2023 Q4	$91.2K	Hold	778	–	–	0.04%	184
2023 Q3	$84K	Buy	778 +300	+63%	+$34.1K	0.04%	184
2023 Q2	$54.2K	Buy	+478	New	+$54.5K	0.02%	232
2017 Q2	–	Sell	-90	Closed	-$8K	–	176
2017 Q1	$8K	Buy	+90	New	+$8.15K	﹤0.01%	276
2016 Q4	–	Sell	-90	Closed	-$8K	–	175
2016 Q3	$8K	Hold	90	–	–	﹤0.01%	289
2016 Q2	$8K	Hold	90	–	–	﹤0.01%	264
2016 Q1	$7K	Buy	+90	New	+$6.87K	﹤0.01%	259
2015 Q2	–	Sell	-90	Closed	-$7K	–	167
2015 Q1	$7K	Buy	+90	New	+$7.12K	﹤0.01%	299

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

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

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

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

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

Clean Yield Group's DVY Position: Q1 2026 in Review

Clean Yield Group held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 260 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #240.

Clean Yield Group first reported a position in DVY in Q1 2015 and has held it in 15 quarters since. The position peaked at $91.2K in Q4 2023. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Clean Yield Group held 260 shares of iShares Select Dividend ETF worth $39.4K as of Q1 2026.
Clean Yield Group left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #240 holding.
Clean Yield Group first reported a position in iShares Select Dividend ETF in Q1 2015 and has held it in 15 quarters since.
Clean Yield Group's iShares Select Dividend ETF position peaked at $91.2K in Q4 2023.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.