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 Q2	–	Sell	-260	Closed	-$39.4K	–	398
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 $1.55T 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

Clean Yield Group's DVY Position: Q2 2026 in Review

Clean Yield Group sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 260 shares — an estimated $39.4K sold.

Clean Yield Group first reported a position in DVY in Q1 2015 and held it in 15 quarters. The position peaked at $91.2K in Q4 2023. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Clean Yield Group reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Clean Yield Group sold 260 iShares Select Dividend ETF shares in Q2 2026, an estimated $39.4K.
Clean Yield Group first reported a position in iShares Select Dividend ETF in Q1 2015 and held it in 15 quarters.
Clean Yield Group's iShares Select Dividend ETF position peaked at $91.2K in Q4 2023.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.