Graves Light Lenhart Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Graves Light Lenhart Wealth’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	$4.26M	Sell	27,245 -638	-2%	-$98.2K	0.4%	45
2026 Q1	$4.22M	Buy	27,883 +1	+0%	+$151	0.44%	45
2025 Q4	$3.94M	Sell	27,882 -298	-1%	-$42.1K	0.42%	46
2025 Q3	$4M	Sell	28,180 -560	-2%	-$77.6K	0.44%	47
2025 Q2	$3.82M	Sell	28,740 -1,648	-5%	-$213K	0.45%	47
2025 Q1	$4.08M	Sell	30,388 -262	-0.9%	-$35.1K	0.5%	44
2024 Q4	$4.02M	Buy	30,650 +224	+0.7%	+$30.5K	0.5%	45
2024 Q3	$4.11M	Sell	30,426 -1,035	-3%	-$134K	0.51%	45
2024 Q2	$3.79M	Sell	31,461 -35	-0.1%	-$4.25K	0.43%	51
2024 Q1	$3.88M	Sell	31,496 -215	-0.7%	-$25.2K	0.45%	49
2023 Q4	$3.72M	Sell	31,711 -577	-2%	-$63.5K	0.46%	49
2023 Q3	$3.4M	Sell	32,288 -441	-1%	-$50.2K	0.46%	48
2023 Q2	$3.71M	Sell	32,729 -1,000	-3%	-$114K	0.5%	48
2023 Q1	$3.95M	Hold	33,729	–	–	0.61%	38
2022 Q4	$4.07M	Sell	33,729 -218	-0.6%	-$25.8K	0.63%	39
2022 Q3	$3.64M	Sell	33,947 -506	-1%	-$60.6K	0.61%	43
2022 Q2	$4.05M	Sell	34,453 -1,085	-3%	-$136K	0.62%	44
2022 Q1	$4.55M	Sell	35,538 -286	-0.8%	-$35.7K	0.64%	44
2021 Q4	$4.39M	Sell	35,824 -20,967	-37%	-$2.5M	0.62%	46
2021 Q3	$6.51M	Buy	56,791 +2,801	+5%	+$327K	1.03%	28
2021 Q2	$6.3M	Buy	53,990 +392	+0.7%	+$46.6K	1.01%	29
2021 Q1	$6.12M	Buy	53,598 +2,459	+5%	+$260K	1.05%	26
2020 Q4	$4.92M	Sell	51,139 -557	-1%	-$50.6K	0.92%	31
2020 Q3	$4.21M	Buy	51,696 +1,012	+2%	+$84.4K	0.93%	33
2020 Q2	$4.09M	Buy	50,684 +5,726	+13%	+$457K	0.96%	30
2020 Q1	$3.31M	Sell	44,958 -563	-1%	-$53.8K	0.89%	35
2019 Q4	$4.81M	Sell	45,521 -1,235	-3%	-$127K	1.01%	32
2019 Q3	$4.77M	Buy	46,756 +16	+0%	+$1.59K	1.05%	30
2019 Q2	$4.65M	Buy	46,740 +581	+1%	+$57.3K	1.11%	29
2019 Q1	$4.53M	Buy	46,159 +1,203	+3%	+$115K	1.15%	27
2018 Q4	$4.01M	Buy	+44,956	New	+$4.31M	1.18%	27

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

Graves Light Lenhart Wealth's DVY Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its iShares Select Dividend ETF (DVY) stake by 2.3% in Q2 2026, selling an estimated $98.2K and leaving 27,245 shares worth $4.26M. The position accounts for 0.4% of the portfolio, ranked #45.

Graves Light Lenhart Wealth first reported a position in DVY in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.51M in Q3 2021. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Graves Light Lenhart Wealth held 27,245 shares of iShares Select Dividend ETF worth $4.26M as of Q2 2026.
Graves Light Lenhart Wealth sold 638 iShares Select Dividend ETF shares in Q2 2026, an estimated $98.2K.
iShares Select Dividend ETF made up 0.4% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #45 holding.
Graves Light Lenhart Wealth first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's iShares Select Dividend ETF position peaked at $6.51M in Q3 2021.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.