Dale Q Rice Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Dale Q Rice Investment 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	$968K	Sell	6,193 -64	-1%	-$9.85K	0.52%	24
2026 Q1	$947K	Sell	6,257 -27	-0.4%	-$4.08K	0.72%	22
2025 Q4	$887K	Sell	6,284 -23	-0.4%	-$3.25K	0.64%	23
2025 Q3	$887K	Hold	6,307	–	–	0.63%	23
2025 Q2	$847K	Sell	6,307 -6,260	-50%	-$811K	0.7%	21
2025 Q1	$1.69M	Sell	12,567 -3	-0%	-$402	0.87%	19
2024 Q4	$1.65M	Buy	+12,570	New	+$1.71M	0.73%	21

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

Dale Q Rice Investment Management's DVY Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its iShares Select Dividend ETF (DVY) stake by 1% in Q2 2026, selling an estimated $9.85K and leaving 6,193 shares worth $968K. The position accounts for 0.52% of the portfolio, ranked #24.

Dale Q Rice Investment Management first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q1 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Dale Q Rice Investment Management held 6,193 shares of iShares Select Dividend ETF worth $968K as of Q2 2026.
Dale Q Rice Investment Management sold 64 iShares Select Dividend ETF shares in Q2 2026, an estimated $9.85K.
iShares Select Dividend ETF made up 0.52% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #24 holding.
Dale Q Rice Investment Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's iShares Select Dividend ETF position peaked at $1.69M in Q1 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.