Clear Harbor Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Clear Harbor Asset Management’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	$824K	Hold	5,270	–	–	0.05%	241
2026 Q1	$798K	Hold	5,270	–	–	0.06%	238
2025 Q4	$744K	Buy	5,270 +2,000	+61%	+$283K	0.05%	252
2025 Q3	$465K	Sell	3,270 -574	-15%	-$79.5K	0.03%	297
2025 Q2	$511K	Hold	3,844	–	–	0.04%	271
2025 Q1	$516K	Buy	+3,844	New	+$515K	0.04%	254
2020 Q4	–	Sell	-574	Closed	-$46.8K	–	426
2020 Q3	$46.8K	Buy	+574	New	+$47.9K	0.01%	399
2020 Q1	–	Sell	-610	Closed	-$64.5K	–	380
2019 Q4	$64.5K	Buy	+610	New	+$62.8K	0.01%	385

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

Clear Harbor Asset Management's DVY Position: Q2 2026 in Review

Clear Harbor Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 5,270 shares worth $824K. The position accounts for 0.05% of the portfolio, ranked #241.

Clear Harbor Asset Management first reported a position in DVY in Q4 2019 and has held it in 8 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Clear Harbor Asset Management held 5,270 shares of iShares Select Dividend ETF worth $824K as of Q2 2026.
Clear Harbor Asset Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Clear Harbor Asset Management's portfolio in Q2 2026, its #241 holding.
Clear Harbor Asset Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 8 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.