Ocean Park Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Ocean Park Asset 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	$663K	Buy	4,243 +85	+2%	+$13.1K	0.03%	76
2026 Q1	$630K	Sell	4,158 -582	-12%	-$87.9K	0.04%	50
2025 Q4	$669K	Sell	4,740 -329	-6%	-$46.5K	0.03%	78
2025 Q3	$720K	Sell	5,069 -131	-3%	-$18.1K	0.03%	87
2025 Q2	$698K	Hold	5,200	–	–	0.02%	67
2025 Q1	$698K	Buy	5,200 +1,560	+43%	+$209K	0.02%	67
2024 Q4	$478K	Buy	+3,640	New	+$496K	0.02%	73

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Ocean Park Asset Management's DVY Position: Q2 2026 in Review

Ocean Park Asset Management increased its iShares Select Dividend ETF (DVY) stake by 2% in Q2 2026, buying an estimated $13.1K and bringing the position to 4,243 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #76.

Ocean Park Asset Management first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $720K in Q3 2025. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Ocean Park Asset Management held 4,243 shares of iShares Select Dividend ETF worth $663K as of Q2 2026.
Ocean Park Asset Management bought 85 iShares Select Dividend ETF shares in Q2 2026, an estimated $13.1K.
iShares Select Dividend ETF made up 0.03% of Ocean Park Asset Management's portfolio in Q2 2026, its #76 holding.
Ocean Park Asset Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Ocean Park Asset Management's iShares Select Dividend ETF position peaked at $720K in Q3 2025.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.