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

ORG Wealth 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
2026 Q2	$24.1K	Hold	154	–	–	﹤0.01%	419
2026 Q1	$23.3K	Hold	154	–	–	﹤0.01%	399
2025 Q4	$21.7K	Sell	154 -100	-39%	-$14.1K	0.01%	394
2025 Q3	$36.1K	Hold	254	–	–	0.01%	340
2025 Q2	$34.4K	Hold	254	–	–	0.01%	356
2025 Q1	$34.1K	Sell	254 -1	-0.4%	-$134	0.01%	379
2024 Q4	$33.5K	Sell	255 -9	-3%	-$1.23K	0.01%	283
2024 Q3	$35.7K	Buy	+264	New	+$34.1K	0.01%	272

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

ORG Wealth Partners's DVY Position: Q2 2026 in Review

ORG Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 154 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

ORG Wealth Partners first reported a position in DVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.1K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

ORG Wealth Partners held 154 shares of iShares Select Dividend ETF worth $24.1K as of Q2 2026.
ORG Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #419 holding.
ORG Wealth Partners first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Select Dividend ETF position peaked at $36.1K in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.