Murphy Middleton Hinkle & Parker’s iShares Select Dividend ETF DVY Stock Holding History

Murphy Middleton Hinkle & Parker’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	$5.47M	Buy	35,005 +879	+3%	+$135K	2.22%	12
2026 Q1	$5.17M	Buy	+34,126	New	+$5.15M	2.39%	11
2025 Q4	–	Sell	-33,557	Closed	-$4.77M	–	157
2025 Q3	$4.77M	Buy	33,557 +1,379	+4%	+$191K	2.33%	13
2025 Q2	$4.32M	Hold	32,178	–	–	2.42%	12
2025 Q1	$4.32M	Buy	32,178 +84	+0.3%	+$11.3K	2.42%	12
2024 Q4	$4.21M	Sell	32,094 -434	-1%	-$59.1K	2.38%	11
2024 Q3	$4.39M	Buy	32,528 +245	+0.8%	+$31.7K	2.37%	10
2024 Q2	$3.91M	Buy	32,283 +587	+2%	+$71.3K	2.27%	10
2024 Q1	$3.9M	Buy	31,696 +265	+0.8%	+$31K	2.27%	9
2023 Q4	$3.68M	Buy	31,431 +306	+1%	+$33.7K	2.27%	11
2023 Q3	$3.35M	Buy	31,125 +83	+0.3%	+$9.44K	2.15%	11
2023 Q2	$3.52M	Sell	31,042 -524	-2%	-$59.7K	2.2%	10
2023 Q1	$3.7M	Buy	31,566 +818	+3%	+$98.9K	2.3%	8
2022 Q4	$3.71M	Sell	30,748 -227	-0.7%	-$26.9K	2.33%	6
2022 Q3	$3.32M	Buy	30,975 +527	+2%	+$63.2K	2.31%	9
2022 Q2	$3.58M	Buy	30,448 +587	+2%	+$73.5K	2.32%	7
2022 Q1	$3.83M	Buy	29,861 +84	+0.3%	+$10.5K	2.05%	10
2021 Q4	$3.65M	Buy	29,777 +220	+0.7%	+$26.2K	1.95%	11
2021 Q3	$3.39M	Buy	29,557 +45	+0.2%	+$5.26K	1.96%	11
2021 Q2	$3.44M	Buy	29,512 +681	+2%	+$81K	1.92%	11
2021 Q1	$3.29M	Sell	28,831 -60	-0.2%	-$6.34K	1.92%	11
2020 Q4	$2.78M	Buy	28,891 +303	+1%	+$27.5K	1.85%	10
2020 Q3	$2.33M	Sell	28,588 -1,598	-5%	-$133K	1.7%	15
2020 Q2	$2.44M	Sell	30,186 -83	-0.3%	-$6.63K	1.8%	14
2020 Q1	$2.23M	Hold	30,269	–	–	1.97%	12
2019 Q4	$3.2M	Buy	30,269 +1,360	+5%	+$140K	2.13%	9
2019 Q3	$2.95M	Buy	28,909 +570	+2%	+$56.8K	2.09%	10
2019 Q2	$2.82M	Buy	28,339 +1,317	+5%	+$130K	2.01%	10
2019 Q1	$2.65M	Sell	27,022 -154	-0.6%	-$14.8K	1.82%	13
2018 Q4	$2.43M	Buy	27,176 +141	+0.5%	+$13.5K	1.85%	15
2018 Q3	$2.7M	Buy	27,035 +1,094	+4%	+$110K	1.91%	11
2018 Q2	$2.54M	Buy	25,941 +890	+4%	+$86.4K	1.89%	11
2018 Q1	$2.38M	Sell	25,051 -490	-2%	-$47.8K	1.85%	12
2017 Q4	$2.52M	Buy	+25,541	New	+$2.46M	1.87%	13

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's DVY Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker increased its iShares Select Dividend ETF (DVY) stake by 2.6% in Q2 2026, buying an estimated $135K and bringing the position to 35,005 shares worth $5.47M. The position accounts for 2.22% of the portfolio, ranked #12.

Murphy Middleton Hinkle & Parker first reported a position in DVY in Q4 2017 and has held it in 34 quarters since. 280 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Murphy Middleton Hinkle & Parker held 35,005 shares of iShares Select Dividend ETF worth $5.47M as of Q2 2026.
Murphy Middleton Hinkle & Parker bought 879 iShares Select Dividend ETF shares in Q2 2026, an estimated $135K.
iShares Select Dividend ETF made up 2.22% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #12 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 34 quarters since.
280 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.