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

Parker Investment 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
2025 Q3	–	Sell	-3,850	Closed	-$511K	–	43
2025 Q2	$511K	Buy	+3,850	New	+$498K	0.07%	33
2022 Q2	–	Sell	-9,353	Closed	-$1.2M	–	30
2022 Q1	$1.2M	Buy	9,353 +6,530	+231%	+$816K	0.12%	22
2021 Q4	$346K	Sell	2,823 -6,324	-69%	-$754K	0.05%	29
2021 Q3	$1.05M	Buy	+9,147	New	+$1.07M	0.07%	18
2021 Q2	–	Sell	-1,250,000	Closed	-$143M	–	41
2021 Q1	$143M	Buy	+1,250,000	New	+$132M	18.88%	2
2016 Q2	–	Sell	-251,617	Closed	-$20.6M	–	34
2016 Q1	$20.6M	Buy	+251,617	New	+$19.2M	7.73%	4

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parker Investment Management's DVY Position: Q3 2025 in Review

Parker Investment Management sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 3,850 shares — an estimated $511K sold.

Parker Investment Management first reported a position in DVY in Q1 2016 and held it in 6 quarters. The position peaked at $143M in Q1 2021. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Parker Investment Management reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
Parker Investment Management sold 3,850 iShares Select Dividend ETF shares in Q3 2025, an estimated $511K.
Parker Investment Management first reported a position in iShares Select Dividend ETF in Q1 2016 and held it in 6 quarters.
Parker Investment Management's iShares Select Dividend ETF position peaked at $143M in Q1 2021.
1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Parker Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.