ORG Partners’s iShares Select Dividend ETF DVY Stock Holding History

ORG Partners’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
2025 Q4	$68.9K	Hold	488	–	–	0.01%	522
2025 Q3	$69.3K	Hold	488	–	–	0.01%	525
2025 Q2	$66.1K	Hold	488	–	–	0.01%	497
2025 Q1	$65.5K	Hold	488	–	–	0.02%	444
2024 Q4	$64.1K	Buy	488 +375	+332%	+$51.1K	0.01%	509
2024 Q3	$15.3K	Sell	113 -151	-57%	-$19.5K	﹤0.01%	720
2024 Q2	$31.8K	Buy	+264	New	+$32K	﹤0.01%	938
2024 Q1	–	Sell	-2,777	Closed	-$326K	–	676
2023 Q4	$326K	Buy	2,777 +620	+29%	+$68.2K	0.05%	231
2023 Q3	$232K	Sell	2,157 -412	-16%	-$46.9K	0.07%	263
2023 Q2	$292K	Buy	+2,569	New	+$293K	0.05%	311

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ORG Partners's DVY Position: Q4 2025 in Review

ORG Partners held its iShares Select Dividend ETF (DVY) position steady in Q4 2025 at 488 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #522.

ORG Partners first reported a position in DVY in Q2 2023 and has held it in 10 quarters since. The position peaked at $326K in Q4 2023. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

ORG Partners held 488 shares of iShares Select Dividend ETF worth $68.9K as of Q4 2025.
ORG Partners left its iShares Select Dividend ETF share count unchanged in Q4 2025.
iShares Select Dividend ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #522 holding.
ORG Partners first reported a position in iShares Select Dividend ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares Select Dividend ETF position peaked at $326K in Q4 2023.
1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.