Neumann Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Neumann Capital 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	$597K	Hold	3,819	–	–	0.39%	40
2026 Q1	$578K	Hold	3,819	–	–	0.17%	75
2025 Q4	$539K	Hold	3,819	–	–	0.16%	77
2025 Q3	$543K	Hold	3,819	–	–	0.16%	78
2025 Q2	$507K	Hold	3,819	–	–	0.16%	79
2025 Q1	$513K	Hold	3,819	–	–	0.18%	78
2024 Q4	$501K	Sell	3,819 -219	-5%	-$29.8K	0.17%	80
2024 Q3	$545K	Hold	4,038	–	–	0.18%	75
2024 Q2	$489K	Hold	4,038	–	–	0.17%	77
2024 Q1	$497K	Hold	4,038	–	–	0.18%	76
2023 Q4	$473K	Hold	4,038	–	–	0.19%	73
2023 Q3	$435K	Hold	4,038	–	–	0.19%	72
2023 Q2	$458K	Hold	4,038	–	–	0.19%	72
2023 Q1	$473K	Sell	4,038 -499	-11%	-$60.4K	0.21%	69
2022 Q4	$547K	Sell	4,537 -1	-0%	-$118	0.26%	64
2022 Q3	$487K	Sell	4,538 -300	-6%	-$36K	0.25%	69
2022 Q2	$569K	Sell	4,838 -85	-2%	-$10.6K	0.29%	61
2022 Q1	$631K	Sell	4,923 -315	-6%	-$39.4K	0.27%	62
2021 Q4	$642K	Sell	5,238 -400	-7%	-$47.7K	0.26%	60
2021 Q3	$647K	Hold	5,638	–	–	0.29%	60
2021 Q2	$658K	Hold	5,638	–	–	0.3%	58
2021 Q1	$643K	Hold	5,638	–	–	0.31%	58
2020 Q4	$542K	Hold	5,638	–	–	0.27%	59
2020 Q3	$460K	Hold	5,638	–	–	0.26%	59
2020 Q2	$455K	Hold	5,638	–	–	0.28%	60
2020 Q1	$415K	Sell	5,638 -600	-10%	-$57.3K	0.3%	58
2019 Q4	$659K	Hold	6,238	–	–	0.38%	57
2019 Q3	$636K	Hold	6,238	–	–	0.39%	56
2019 Q2	$621K	Hold	6,238	–	–	0.39%	56
2019 Q1	$612K	Hold	6,238	–	–	0.39%	54
2018 Q4	$557K	Sell	6,238 -142	-2%	-$13.6K	0.42%	56
2018 Q3	$637K	Hold	6,380	–	–	0.38%	55
2018 Q2	$624K	Buy	6,380 +180	+3%	+$17.5K	0.39%	54
2018 Q1	$590K	Hold	6,200	–	–	0.38%	57
2017 Q4	$611K	Hold	6,200	–	–	0.37%	61
2017 Q3	$581K	Hold	6,200	–	–	0.36%	61
2017 Q2	$572K	Hold	6,200	–	–	0.37%	59
2017 Q1	$565K	Hold	6,200	–	–	0.37%	60
2016 Q4	$549K	Hold	6,200	–	–	0.35%	61
2016 Q3	$531K	Hold	6,200	–	–	0.35%	58
2016 Q2	$529K	Hold	6,200	–	–	0.35%	59
2016 Q1	$506K	Hold	6,200	–	–	0.33%	61
2015 Q4	$466K	Hold	6,200	–	–	0.32%	63
2015 Q3	$451K	Hold	6,200	–	–	0.32%	66
2015 Q2	$466K	Hold	6,200	–	–	0.3%	65
2015 Q1	$483K	Hold	6,200	–	–	0.31%	66
2014 Q4	$492K	Buy	+6,200	New	+$479K	0.32%	63

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

Neumann Capital Management's DVY Position: Q2 2026 in Review

Neumann Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 3,819 shares worth $597K. The position accounts for 0.39% of the portfolio, ranked #40.

Neumann Capital Management first reported a position in DVY in Q4 2014 and has held it in 47 quarters since. The position peaked at $659K in Q4 2019. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Neumann Capital Management held 3,819 shares of iShares Select Dividend ETF worth $597K as of Q2 2026.
Neumann Capital Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.39% of Neumann Capital Management's portfolio in Q2 2026, its #40 holding.
Neumann Capital Management first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 47 quarters since.
Neumann Capital Management's iShares Select Dividend ETF position peaked at $659K in Q4 2019.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.