IronOak Wealth’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

IronOak Wealth’s Portfolio LVHD Stock Details LVHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.63M	Buy	+40,882	New	+$1.62M	1.58%	28

Other funds holding LVHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IronOak Wealth's LVHD Position: Q2 2025 in Review

IronOak Wealth opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2025: 40,882 shares worth $1.63M. The stake represents 1.58% of the portfolio and ranks #28 among its holdings.

99 funds tracked by Wall St. Rank hold LVHD as of Q2 2025.

IronOak Wealth held 40,882 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.63M as of Q2 2025.
Franklin US Low Volatility High Dividend Index ETF was a new IronOak Wealth position in Q2 2025.
Franklin US Low Volatility High Dividend Index ETF made up 1.58% of IronOak Wealth's portfolio in Q2 2025, its #28 holding.
99 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.