Investors Research Corp’s iShares Select Dividend ETF DVY Stock Holding History

Investors Research Corp’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	–	Sell	-4,296	Closed	-$650K	–	828
2026 Q1	$650K	Sell	4,296 -38	-0.9%	-$5.74K	0.12%	146
2025 Q4	$612K	Sell	4,334 -75	-2%	-$10.6K	0.11%	175
2025 Q3	$627K	Sell	4,409 -50	-1%	-$6.92K	0.12%	177
2025 Q2	$592K	Sell	4,459 -290	-6%	-$37.5K	0.12%	182
2025 Q1	$638K	Hold	4,749	–	–	0.14%	164
2024 Q4	$623K	Sell	4,749 -136	-3%	-$18.5K	0.14%	170
2024 Q3	$660K	Sell	4,885 -4,580	-48%	-$592K	0.14%	169
2024 Q2	$1.15M	Sell	9,465 -62	-0.7%	-$7.53K	0.27%	81
2024 Q1	$1.17M	Sell	9,527 -109	-1%	-$12.8K	0.27%	84
2023 Q4	$1.13M	Sell	9,636 -24	-0.2%	-$2.64K	0.27%	89
2023 Q3	$1.04M	Sell	9,660 -2,443	-20%	-$278K	0.27%	94
2023 Q2	$1.37M	Sell	12,103 -24	-0.2%	-$2.73K	0.35%	60
2023 Q1	$1.42M	Sell	12,127 -3	-0%	-$363	0.37%	55
2022 Q4	$1.46M	Sell	12,130 -49	-0.4%	-$5.8K	0.4%	52
2022 Q3	$1.31M	Sell	12,179 -83	-0.7%	-$9.95K	0.4%	50
2022 Q2	$1.44M	Sell	12,262 -14	-0.1%	-$1.75K	0.43%	47
2022 Q1	$1.57M	Sell	12,276 -272	-2%	-$34K	0.44%	48
2021 Q4	$1.54M	Sell	12,548 -7	-0.1%	-$834	0.47%	52
2021 Q3	$1.44M	Hold	12,555	–	–	0.49%	53
2021 Q2	$1.46M	Sell	12,555 -16	-0.1%	-$1.9K	0.51%	56
2021 Q1	$1.43M	Sell	12,571 -79	-0.6%	-$8.35K	0.54%	34
2020 Q4	$1.22M	Sell	12,650 -117	-0.9%	-$10.6K	0.48%	41
2020 Q3	$1.04M	Sell	12,767 -49	-0.4%	-$4.09K	0.51%	40
2020 Q2	$1.03M	Buy	12,816 +4,381	+52%	+$350K	0.52%	39
2020 Q1	$620K	Buy	8,435 +5,196	+160%	+$497K	0.39%	74
2019 Q4	$342K	Buy	3,239 +1,864	+136%	+$192K	0.16%	202
2019 Q3	$140K	Buy	1,375 +1,004	+271%	+$100K	0.07%	329
2019 Q2	$37K	Buy	371 +355	+2,219%	+$35K	0.02%	553
2019 Q1	$2K	Buy	+16	New	+$1.53K	﹤0.01%	939

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

Investors Research Corp's DVY Position: Q2 2026 in Review

Investors Research Corp sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 4,296 shares — an estimated $650K sold.

Investors Research Corp first reported a position in DVY in Q1 2019 and held it in 29 quarters. The position peaked at $1.57M in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Investors Research Corp reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 4,296 iShares Select Dividend ETF shares in Q2 2026, an estimated $650K.
Investors Research Corp first reported a position in iShares Select Dividend ETF in Q1 2019 and held it in 29 quarters.
Investors Research Corp's iShares Select Dividend ETF position peaked at $1.57M in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.