Total Clarity Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Total Clarity Wealth 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	$499K	Sell	3,195 -172	-5%	-$26.5K	0.1%	214
2026 Q1	$510K	Hold	3,367	–	–	0.12%	177
2025 Q4	$475K	Buy	3,367 +300	+10%	+$42.4K	0.11%	178
2025 Q3	$436K	Sell	3,067 -311	-9%	-$43.1K	0.12%	181
2025 Q2	$449K	Sell	3,378 -237	-7%	-$30.7K	0.13%	168
2025 Q1	$475K	Hold	3,615	–	–	0.15%	154
2024 Q4	$475K	Sell	3,615 -15	-0.4%	-$2.04K	0.15%	154
2024 Q3	$490K	Sell	3,630 -707	-16%	-$91.4K	0.16%	146
2024 Q2	$525K	Sell	4,337 -302	-7%	-$36.7K	0.18%	128
2024 Q1	$571K	Buy	4,639 +123	+3%	+$14.4K	0.2%	134
2023 Q4	$529K	Buy	4,516 +69	+2%	+$7.59K	0.22%	122
2023 Q3	$479K	Buy	4,447 +13	+0.3%	+$1.48K	0.23%	114
2023 Q2	$502K	Sell	4,434 -480	-10%	-$54.7K	0.25%	98
2023 Q1	$576K	Buy	4,914 +229	+5%	+$27.7K	0.31%	81
2022 Q4	$565K	Buy	4,685 +646	+16%	+$76.4K	0.29%	88
2022 Q3	$433K	Hold	4,039	–	–	0.27%	106
2022 Q2	$475K	Buy	4,039 +30	+0.7%	+$3.75K	0.25%	100
2022 Q1	$514K	Buy	4,009 +37	+0.9%	+$4.62K	0.28%	98
2021 Q4	$487K	Buy	3,972 +175	+5%	+$20.9K	0.22%	105
2021 Q3	$436K	Sell	3,797 -23	-0.6%	-$2.69K	0.21%	121
2021 Q2	$445K	Buy	3,820 +205	+6%	+$24.4K	0.25%	111
2021 Q1	$412K	Buy	3,615 +1,100	+44%	+$116K	0.24%	105
2020 Q4	$242K	Buy	+2,515	New	+$228K	0.17%	131
2020 Q1	–	Sell	-653	Closed	-$69K	–	216
2019 Q4	$69K	Buy	+653	New	+$67.3K	0.05%	220

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

Total Clarity Wealth Management's DVY Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 5.1% in Q2 2026, selling an estimated $26.5K and leaving 3,195 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #214.

Total Clarity Wealth Management first reported a position in DVY in Q4 2019 and has held it in 24 quarters since. The position peaked at $576K in Q1 2023. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Total Clarity Wealth Management held 3,195 shares of iShares Select Dividend ETF worth $499K as of Q2 2026.
Total Clarity Wealth Management sold 172 iShares Select Dividend ETF shares in Q2 2026, an estimated $26.5K.
iShares Select Dividend ETF made up 0.1% of Total Clarity Wealth Management's portfolio in Q2 2026, its #214 holding.
Total Clarity Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 24 quarters since.
Total Clarity Wealth Management's iShares Select Dividend ETF position peaked at $576K in Q1 2023.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.