Parker Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
+3,850
New +$511K 0.07% 29
2022
Q2
Sell
-9,353
Closed -$1.2M 30
2022
Q1
$1.2M Buy
9,353
+6,530
+231% +$836K 0.12% 20
2021
Q4
$346K Sell
2,823
-6,324
-69% -$775K 0.05% 29
2021
Q3
$1.05M Buy
+9,147
New +$1.05M 0.07% 17
2021
Q2
Sell
-1,250,000
Closed -$143M 37
2021
Q1
$143M Buy
+1,250,000
New +$143M 18.88% 1
2016
Q2
Sell
-251,617
Closed -$20.6M 34
2016
Q1
$20.6M Buy
+251,617
New +$20.6M 7.73% 4