Cliff Asness’s iShares Select Dividend ETF DVY Stock Holding History

Cliff Asness’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	$5.63M	Buy	36,003 +3,269	+10%	+$503K	﹤0.01%	1923
2026 Q1	$4.96M	Buy	32,734 +2,634	+9%	+$398K	﹤0.01%	1758
2025 Q4	$4.25M	Buy	30,100 +8,045	+36%	+$1.14M	﹤0.01%	1677
2025 Q3	$3.13M	Buy	22,055 +3,140	+17%	+$435K	﹤0.01%	1716
2025 Q2	$2.51M	Buy	18,915 +6,228	+49%	+$806K	﹤0.01%	1647
2025 Q1	$1.7M	Buy	12,687 +3,918	+45%	+$525K	﹤0.01%	1702
2024 Q4	$1.15M	Sell	8,769 -2,019	-19%	-$275K	﹤0.01%	1818
2024 Q3	$1.46M	Buy	10,788 +6,412	+147%	+$829K	﹤0.01%	1653
2024 Q2	$529K	Hold	4,376	–	–	﹤0.01%	2027
2024 Q1	$539K	Buy	+4,376	New	+$512K	﹤0.01%	1936

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

Cliff Asness's DVY Position: Q2 2026 in Review

Cliff Asness increased its iShares Select Dividend ETF (DVY) stake by 10% in Q2 2026, buying an estimated $503K and bringing the position to 36,003 shares worth $5.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Cliff Asness first reported a position in DVY in Q1 2024 and has held it in 10 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cliff Asness held 36,003 shares of iShares Select Dividend ETF worth $5.63M as of Q2 2026.
Cliff Asness bought 3,269 iShares Select Dividend ETF shares in Q2 2026, an estimated $503K.
iShares Select Dividend ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1923 holding.
Cliff Asness first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.