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

Patriot Investment Management Group’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	$1.8M	Sell	11,490 -32	-0.3%	-$4.93K	0.1%	80
2026 Q1	$1.74M	Sell	11,522 -425	-4%	-$64.2K	0.11%	81
2025 Q4	$1.69M	Hold	11,947	–	–	0.11%	80
2025 Q3	$1.7M	Sell	11,947 -125	-1%	-$17.3K	0.11%	78
2025 Q2	$1.6M	Sell	12,072 -431	-3%	-$55.8K	0.11%	78
2025 Q1	$1.68M	Sell	12,503 -100	-0.8%	-$13.4K	0.13%	72
2024 Q4	$1.65M	Sell	12,603 -378	-3%	-$51.5K	0.12%	76
2024 Q3	$1.75M	Sell	12,981 -45	-0.3%	-$5.82K	0.13%	72
2024 Q2	$1.58M	Sell	13,026 -250	-2%	-$30.3K	0.12%	74
2024 Q1	$1.64M	Hold	13,276	–	–	0.13%	73
2023 Q4	$1.56M	Sell	13,276 -2,148	-14%	-$236K	0.13%	78
2023 Q3	$1.66M	Buy	15,424 +474	+3%	+$53.9K	0.15%	71
2023 Q2	$1.69M	Sell	14,950 -510	-3%	-$58.1K	0.14%	74
2023 Q1	$1.81M	Sell	15,460 -1,496	-9%	-$181K	0.16%	73
2022 Q4	$2.11M	Sell	16,956 -873	-5%	-$103K	0.18%	67
2022 Q3	$1.91M	Hold	17,829	–	–	0.2%	67
2022 Q2	$2.1M	Buy	17,829 +411	+2%	+$51.4K	0.2%	65
2022 Q1	$2.23M	Buy	17,418 +2,317	+15%	+$289K	0.19%	66
2021 Q4	$1.85M	Buy	15,101 +99	+0.7%	+$11.8K	0.16%	75
2021 Q3	$1.72M	Sell	15,002 -8	-0.1%	-$935	0.16%	73
2021 Q2	$1.75M	Sell	15,010 -120	-0.8%	-$14.3K	0.16%	73
2021 Q1	$1.73M	Buy	15,130 +4,838	+47%	+$511K	0.17%	71
2020 Q4	$989K	Sell	10,292 -5,480	-35%	-$497K	0.15%	77
2020 Q3	$1.29M	Sell	15,772 -1,271	-7%	-$106K	0.15%	76
2020 Q2	$1.38M	Sell	17,043 -1,592	-9%	-$127K	0.17%	75
2020 Q1	$1.37M	Sell	18,635 -485	-3%	-$46.4K	0.21%	64
2019 Q4	$2.02M	Sell	19,120 -78	-0.4%	-$8.03K	0.26%	54
2019 Q3	$1.91M	Buy	19,198 +8,810	+85%	+$878K	0.26%	54
2019 Q2	$1.97M	Sell	10,388 -10,283	-50%	-$1.01M	0.28%	55
2019 Q1	$2.03M	Buy	+20,671	New	+$1.98M	0.3%	51

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Patriot Investment Management Group's DVY Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares Select Dividend ETF (DVY) stake by 0.28% in Q2 2026, selling an estimated $4.93K and leaving 11,490 shares worth $1.8M. The position accounts for 0.1% of the portfolio, ranked #80.

Patriot Investment Management Group first reported a position in DVY in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.23M in Q1 2022. 650 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Patriot Investment Management Group held 11,490 shares of iShares Select Dividend ETF worth $1.8M as of Q2 2026.
Patriot Investment Management Group sold 32 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.93K.
iShares Select Dividend ETF made up 0.1% of Patriot Investment Management Group's portfolio in Q2 2026, its #80 holding.
Patriot Investment Management Group first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's iShares Select Dividend ETF position peaked at $2.23M in Q1 2022.
650 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.