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Investment Research Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Investment Research Partners’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$432K Sell
13,408
-756
-5% -$26K 0.15% 160
2026
Q1 		$487K Sell
14,164
-47
-0.3% -$1.59K 0.2% 121
2025
Q4 		$443K Buy
14,211
+320
+2% +$9.79K 0.19% 124
2025
Q3 		$426K Buy
+13,891
New +$409K 0.19% 123

Other funds holding DVYE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
Argent Advisors Monroe, Louisiana $400M AUM 25.19% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Investment Research Partners's DVYE Position: Q2 2026 in Review

Investment Research Partners reduced its iShares Emerging Markets Dividend ETF (DVYE) stake by 5.3% in Q2 2026, selling an estimated $26K and leaving 13,408 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #160.

Investment Research Partners first reported a position in DVYE in Q3 2025 and has held it in 4 quarters since. The position peaked at $487K in Q1 2026. 145 funds tracked by Wall St. Rank hold DVYE as of Q2 2026.

  • Investment Research Partners held 13,408 shares of iShares Emerging Markets Dividend ETF worth $432K as of Q2 2026.
  • Investment Research Partners sold 756 iShares Emerging Markets Dividend ETF shares in Q2 2026, an estimated $26K.
  • iShares Emerging Markets Dividend ETF made up 0.15% of Investment Research Partners's portfolio in Q2 2026, its #160 holding.
  • Investment Research Partners first reported a position in iShares Emerging Markets Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares Emerging Markets Dividend ETF position peaked at $487K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.