Klingman & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Klingman & Associates’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	$4.88M	Buy	32,219 +13	+0%	+$1.96K	0.23%	48
2025 Q4	$4.55M	Sell	32,206 -75	-0.2%	-$10.6K	0.22%	49
2025 Q3	$4.59M	Sell	32,281 -400	-1%	-$55.4K	0.23%	48
2025 Q2	$4.34M	Buy	32,681 +9	+0%	+$1.17K	0.24%	47
2025 Q1	$4.39M	Hold	32,672	–	–	0.27%	45
2024 Q4	$4.29M	Hold	32,672	–	–	0.26%	45
2024 Q3	$4.41M	Hold	32,672	–	–	0.27%	44
2024 Q2	$3.95M	Hold	32,672	–	–	0.27%	45
2024 Q1	$4.02M	Hold	32,672	–	–	0.28%	42
2023 Q4	$3.83M	Hold	32,672	–	–	0.28%	43
2023 Q3	$3.52M	Sell	32,672 -17,164	-34%	-$1.95M	0.28%	44
2023 Q2	$5.65M	Buy	49,836 +17,164	+53%	+$1.96M	0.46%	35
2023 Q1	$3.83M	Sell	32,672 -50	-0.2%	-$6.05K	0.33%	42
2022 Q4	$3.95M	Buy	32,722 +809	+3%	+$95.7K	0.35%	42
2022 Q3	$3.42M	Hold	31,913	–	–	0.34%	40
2022 Q2	$3.75M	Hold	31,913	–	–	0.37%	38
2022 Q1	$4.09M	Buy	31,913 +25	+0.1%	+$3.12K	0.35%	35
2021 Q4	$3.91M	Hold	31,888	–	–	0.34%	37
2021 Q3	$3.66M	Sell	31,888 -198	-0.6%	-$23.1K	0.34%	36
2021 Q2	$3.74M	Sell	32,086 -663	-2%	-$78.8K	0.36%	35
2021 Q1	$3.74M	Sell	32,749 -2,005	-6%	-$212K	0.39%	35
2020 Q4	$3.34M	Sell	34,754 -1,390	-4%	-$126K	0.39%	35
2020 Q3	$2.95M	Sell	36,144 -928	-3%	-$77.4K	0.4%	35
2020 Q2	$2.99M	Sell	37,072 -3,500	-9%	-$280K	0.46%	35
2020 Q1	$2.98M	Sell	40,572 -1,210	-3%	-$116K	0.61%	31
2019 Q4	$4.42M	Sell	41,782 -905	-2%	-$93.2K	0.72%	26
2019 Q3	$4.35M	Sell	42,687 -35	-0.1%	-$3.49K	0.78%	24
2019 Q2	$4.25M	Hold	42,722	–	–	0.79%	24
2019 Q1	$4.19M	Hold	42,722	–	–	0.82%	24
2018 Q4	$3.82M	Sell	42,722 -320	-0.7%	-$30.6K	0.86%	23
2018 Q3	$4.29M	Hold	43,042	–	–	0.88%	22
2018 Q2	$4.21M	Sell	43,042 -496	-1%	-$48.1K	0.91%	22
2018 Q1	$4.14M	Sell	43,538 -255	-0.6%	-$24.9K	0.93%	21
2017 Q4	$4.32M	Buy	43,793 +228	+0.5%	+$21.9K	0.94%	22
2017 Q3	$4.08M	Hold	43,565	–	–	1%	21
2017 Q2	$4.02M	Sell	43,565 -3,777	-8%	-$347K	1.07%	21
2017 Q1	$4.31M	Hold	47,342	–	–	1.2%	21
2016 Q4	$4.19M	Sell	47,342 -329	-0.7%	-$28.3K	1.27%	20
2016 Q3	$4.08M	Sell	47,671 -340	-0.7%	-$29.3K	1.23%	20
2016 Q2	$4.09M	Sell	48,011 -369	-0.8%	-$30.4K	1.32%	18
2016 Q1	$3.95M	Buy	48,380 +255	+0.5%	+$19.5K	1.42%	18
2015 Q4	$3.62M	Buy	48,125 +30	+0.1%	+$2.28K	1.35%	17
2015 Q3	$3.5M	Hold	48,095	–	–	1.37%	16
2015 Q2	$3.61M	Hold	48,095	–	–	1.42%	14
2015 Q1	$3.75M	Hold	48,095	–	–	1.54%	13
2014 Q4	$3.82M	Buy	+48,095	New	+$3.71M	1.59%	13

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

Klingman & Associates's DVY Position: Q1 2026 in Review

Klingman & Associates increased its iShares Select Dividend ETF (DVY) stake by 0.04% in Q1 2026, buying an estimated $1.96K and bringing the position to 32,219 shares worth $4.88M. The position accounts for 0.23% of the portfolio, ranked #48.

Klingman & Associates first reported a position in DVY in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.65M in Q2 2023. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Klingman & Associates held 32,219 shares of iShares Select Dividend ETF worth $4.88M as of Q1 2026.
Klingman & Associates bought 13 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.96K.
iShares Select Dividend ETF made up 0.23% of Klingman & Associates's portfolio in Q1 2026, its #48 holding.
Klingman & Associates first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 46 quarters since.
Klingman & Associates's iShares Select Dividend ETF position peaked at $5.65M in Q2 2023.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.