Oregon Pacific Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Oregon Pacific Wealth Management's DVY Position: Q2 2026 in Review
Oregon Pacific Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 3.7% in Q2 2026, selling an estimated $9.85K and leaving 1,685 shares worth $263K. The position accounts for 0.25% of the portfolio, ranked #86.
Oregon Pacific Wealth Management first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Oregon Pacific Wealth Management held 1,685 shares of iShares Select Dividend ETF worth $263K as of Q2 2026.
- Oregon Pacific Wealth Management sold 64 iShares Select Dividend ETF shares in Q2 2026, an estimated $9.85K.
- iShares Select Dividend ETF made up 0.25% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #86 holding.
- Oregon Pacific Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
- Oregon Pacific Wealth Management's iShares Select Dividend ETF position peaked at $265K in Q1 2026.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.