Rice Partnership’s iShares Select Dividend ETF DVY Stock Holding History

Rice Partnership’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	$27.4K	Hold	175	–	–	﹤0.01%	156
2026 Q1	$26.5K	Hold	175	–	–	﹤0.01%	161
2025 Q4	$24.7K	Hold	175	–	–	﹤0.01%	158
2025 Q3	$24.9K	Sell	175 -25	-13%	-$3.46K	﹤0.01%	161
2025 Q2	$26.6K	Hold	200	–	–	﹤0.01%	150
2025 Q1	$26.9K	Hold	200	–	–	0.01%	129
2024 Q4	$26.3K	Hold	200	–	–	0.01%	147
2024 Q3	$27K	Hold	200	–	–	0.01%	147
2024 Q2	$24.2K	Hold	200	–	–	0.01%	133
2024 Q1	$24.6K	Buy	+200	New	+$23.4K	0.01%	124
2022 Q1	–	Sell	-261	Closed	-$32K	–	132
2021 Q4	$32K	Buy	+261	New	+$31.1K	0.01%	119

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

Rice Partnership's DVY Position: Q2 2026 in Review

Rice Partnership held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 175 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Rice Partnership first reported a position in DVY in Q4 2021 and has held it in 11 quarters since. The position peaked at $32K in Q4 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Rice Partnership held 175 shares of iShares Select Dividend ETF worth $27.4K as of Q2 2026.
Rice Partnership left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #156 holding.
Rice Partnership first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 11 quarters since.
Rice Partnership's iShares Select Dividend ETF position peaked at $32K in Q4 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.