Investment Partners’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $549K | Buy |
3,510
+30
| +0.9% | +$4.62K | 0.17% | 109 |
|
|
2026
Q1 | $527K | Buy |
3,480
+2
| +0.1% | +$302 | 0.19% | 101 |
|
|
2025
Q4 | $491K | Buy |
3,478
+6
| +0.2% | +$848 | 0.17% | 103 |
|
|
2025
Q3 | $493K | Buy |
3,472
+5
| +0.1% | +$692 | 0.17% | 104 |
|
|
2025
Q2 | $460K | Buy |
3,467
+6
| +0.2% | +$777 | 0.17% | 103 |
|
|
2025
Q1 | $465K | Buy |
3,461
+4
| +0.1% | +$536 | 0.19% | 100 |
|
|
2024
Q4 | $454K | Buy |
3,457
+6
| +0.2% | +$818 | 0.19% | 102 |
|
|
2024
Q3 | $466K | Buy |
3,451
+6
| +0.2% | +$776 | 0.19% | 97 |
|
|
2024
Q2 | $417K | Buy |
3,445
+4
| +0.1% | +$486 | 0.19% | 98 |
|
|
2024
Q1 | $424K | Sell |
3,441
-772
| -18% | -$90.4K | 0.19% | 101 |
|
|
2023
Q4 | $494K | Sell |
4,213
-222
| -5% | -$24.4K | 0.24% | 92 |
|
|
2023
Q3 | $477K | Buy |
4,435
+646
| +17% | +$73.5K | 0.25% | 91 |
|
|
2023
Q2 | $429K | Sell |
3,789
-1,343
| -26% | -$153K | 0.22% | 94 |
|
|
2023
Q1 | $601K | Buy |
5,132
+8
| +0.2% | +$968 | 0.32% | 82 |
|
|
2022
Q4 | $618K | Sell |
5,124
-4,571
| -47% | -$541K | 0.33% | 81 |
|
|
2022
Q3 | $1.04M | Buy |
9,695
+4,617
| +91% | +$553K | 0.31% | 84 |
|
|
2022
Q2 | $597K | Buy |
5,078
+6
| +0.1% | +$751 | 0.29% | 78 |
|
|
2022
Q1 | $650K | Buy |
5,072
+6
| +0.1% | +$750 | 0.27% | 80 |
|
|
2021
Q4 | $621K | Buy |
5,066
+206
| +4% | +$24.6K | 0.25% | 82 |
|
|
2021
Q3 | $558K | Buy |
4,860
+7
| +0.1% | +$818 | 0.25% | 83 |
|
|
2021
Q2 | $566K | Buy |
4,853
+7
| +0.1% | +$832 | 0.26% | 79 |
|
|
2021
Q1 | $553K | Buy |
4,846
+77
| +2% | +$8.14K | 0.27% | 76 |
|
|
2020
Q4 | $459K | Buy |
+4,769
| New | +$433K | 0.24% | 77 |
|
|
2017
Q1 | – | Sell |
-3,097
| Closed | -$274K | – | 112 |
|
|
2016
Q4 | $274K | Sell |
3,097
-1,246
| -29% | -$107K | 0.27% | 92 |
|
|
2016
Q3 | $372K | Buy |
4,343
+1,520
| +54% | +$131K | 0.21% | 113 |
|
|
2016
Q2 | $241K | Sell |
2,823
-2,088
| -43% | -$172K | 0.24% | 97 |
|
|
2016
Q1 | $369K | Buy |
4,911
+2,089
| +74% | +$159K | 0.24% | 104 |
|
|
2015
Q4 | $212K | Buy |
2,822
+2
| +0.1% | +$152 | 0.26% | 90 |
|
|
2015
Q3 | $205K | Hold |
2,820
| – | – | 0.27% | 88 |
|
|
2015
Q2 | $212K | Buy |
2,820
+1
| +0% | +$78 | 0.26% | 89 |
|
|
2015
Q1 | $220K | Hold |
2,819
| – | – | 0.24% | 88 |
|
|
2014
Q4 | $224K | Buy |
+2,819
| New | +$218K | 0.26% | 86 |
|
Other funds holding DVY
Investment Partners's DVY Position: Q2 2026 in Review
Investment Partners increased its iShares Select Dividend ETF (DVY) stake by 0.86% in Q2 2026, buying an estimated $4.62K and bringing the position to 3,510 shares worth $549K. The position accounts for 0.17% of the portfolio, ranked #109.
Investment Partners first reported a position in DVY in Q4 2014 and has held it in 32 quarters since. The position peaked at $1.04M in Q3 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Investment Partners held 3,510 shares of iShares Select Dividend ETF worth $549K as of Q2 2026.
- Investment Partners bought 30 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.62K.
- iShares Select Dividend ETF made up 0.17% of Investment Partners's portfolio in Q2 2026, its #109 holding.
- Investment Partners first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 32 quarters since.
- Investment Partners's iShares Select Dividend ETF position peaked at $1.04M in Q3 2022.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.