Platform Technology Partners’s iShares Select Dividend ETF DVY Stock Holding History

Platform Technology 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	$1.42M	Buy	9,071 +500	+6%	+$77K	0.23%	88
2026 Q1	$1.3M	Buy	8,571 +1,134	+15%	+$171K	0.25%	93
2025 Q4	$1.05M	Buy	7,437 +1	+0%	+$141	0.22%	101
2025 Q3	$1.06M	Sell	7,436 -1,108	-13%	-$153K	0.25%	97
2025 Q2	$1.13M	Sell	8,544 -154	-2%	-$19.9K	0.3%	85
2025 Q1	$1.17M	Hold	8,698	–	–	0.34%	79
2024 Q4	$1.14M	Hold	8,698	–	–	0.35%	77
2024 Q3	$1.17M	Hold	8,698	–	–	0.37%	74
2024 Q2	$1.05M	Buy	+8,698	New	+$1.06M	0.36%	71
2023 Q4	$1.01M	Hold	8,697	–	–	0.39%	72
2023 Q3	$936K	Sell	8,697 -15	-0.2%	-$1.71K	0.44%	69
2023 Q2	$999K	Hold	8,712	–	–	0.47%	67
2023 Q1	$1.02M	Sell	8,712 -115	-1%	-$13.9K	0.5%	63
2022 Q4	$1.06M	Buy	8,827 +1	+0%	+$118	0.55%	60
2022 Q3	$946K	Buy	8,826 +1	+0%	+$120	0.54%	57
2022 Q2	$1.04M	Buy	8,825 +1	+0%	+$125	0.57%	52
2022 Q1	$1.13M	Sell	8,824 -30	-0.3%	-$3.75K	0.54%	50
2021 Q4	$1.08M	Buy	8,854 +16	+0.2%	+$1.91K	0.48%	56
2021 Q3	$1.01M	Buy	8,838 +31	+0.4%	+$3.62K	0.46%	61
2021 Q2	$1.03M	Buy	+8,807	New	+$1.05M	0.42%	65
2020 Q4	$722K	Buy	7,505 +1	+0%	+$91	0.35%	79
2020 Q3	$612K	Buy	7,504 +1	+0%	+$83	0.37%	77
2020 Q2	$606K	Buy	7,503 +2,837	+61%	+$227K	0.43%	68
2020 Q1	$343K	Sell	4,666 -49	-1%	-$4.68K	0.31%	97
2019 Q4	$498K	Buy	+4,715	New	+$486K	0.38%	78

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

Platform Technology Partners's DVY Position: Q2 2026 in Review

Platform Technology Partners increased its iShares Select Dividend ETF (DVY) stake by 5.8% in Q2 2026, buying an estimated $77K and bringing the position to 9,071 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #88.

Platform Technology Partners first reported a position in DVY in Q4 2019 and has held it in 25 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Platform Technology Partners held 9,071 shares of iShares Select Dividend ETF worth $1.42M as of Q2 2026.
Platform Technology Partners bought 500 iShares Select Dividend ETF shares in Q2 2026, an estimated $77K.
iShares Select Dividend ETF made up 0.23% of Platform Technology Partners's portfolio in Q2 2026, its #88 holding.
Platform Technology Partners first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 25 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.