Lakeridge Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Lakeridge Wealth Management’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	$634K	Sell	4,058 -138	-3%	-$21.2K	0.23%	87
2026 Q1	$635K	Sell	4,196 -493	-11%	-$74.5K	0.27%	78
2025 Q4	$662K	Sell	4,689 -1,970	-30%	-$278K	0.3%	68
2025 Q3	$946K	Sell	6,659 -300	-4%	-$41.5K	0.42%	43
2025 Q2	$924K	Sell	6,959 -305	-4%	-$39.5K	0.43%	40
2025 Q1	$975K	Buy	7,264 +413	+6%	+$55.4K	0.49%	39
2024 Q4	$900K	Hold	6,851	–	–	0.46%	40
2024 Q3	$925K	Sell	6,851 -23	-0.3%	-$2.97K	0.51%	38
2024 Q2	$832K	Buy	6,874 +115	+2%	+$14K	0.5%	37
2024 Q1	$833K	Sell	6,759 -3,337	-33%	-$391K	0.54%	36
2023 Q4	$1.18M	Buy	+10,096	New	+$1.11M	0.86%	26

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

Lakeridge Wealth Management's DVY Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 3.3% in Q2 2026, selling an estimated $21.2K and leaving 4,058 shares worth $634K. The position accounts for 0.23% of the portfolio, ranked #87.

Lakeridge Wealth Management first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2023. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Lakeridge Wealth Management held 4,058 shares of iShares Select Dividend ETF worth $634K as of Q2 2026.
Lakeridge Wealth Management sold 138 iShares Select Dividend ETF shares in Q2 2026, an estimated $21.2K.
iShares Select Dividend ETF made up 0.23% of Lakeridge Wealth Management's portfolio in Q2 2026, its #87 holding.
Lakeridge Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's iShares Select Dividend ETF position peaked at $1.18M in Q4 2023.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.