Lane & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Lane & Associates’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
2025 Q1	$274K	Buy	2,040 +3	+0.1%	+$402	0.15%	102
2024 Q4	$275K	Sell	2,037 -428	-17%	-$58.3K	0.14%	104
2024 Q3	$333K	Sell	2,465 -18	-0.7%	-$2.33K	0.18%	87
2024 Q2	$300K	Buy	2,483 +3	+0.1%	+$364	0.18%	88
2024 Q1	$305K	Buy	2,480 +4	+0.2%	+$468	0.19%	85
2023 Q4	$290K	Sell	2,476 -1,863	-43%	-$205K	0.21%	84
2023 Q3	$467K	Buy	4,339 +68	+2%	+$7.73K	0.38%	55
2023 Q2	$484K	Buy	4,271 +2	+0%	+$228	0.39%	51
2023 Q1	$500K	Buy	4,269 +1	+0%	+$121	0.45%	49
2022 Q4	$515K	Buy	+4,268	New	+$505K	0.49%	47

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lane & Associates's DVY Position: Q1 2025 in Review

Lane & Associates increased its iShares Select Dividend ETF (DVY) stake by 0.15% in Q1 2025, buying an estimated $402 and bringing the position to 2,040 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #102.

Lane & Associates first reported a position in DVY in Q4 2022 and has held it in 10 quarters since. The position peaked at $515K in Q4 2022. 1,314 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Lane & Associates held 2,040 shares of iShares Select Dividend ETF worth $274K as of Q1 2025.
Lane & Associates bought 3 iShares Select Dividend ETF shares in Q1 2025, an estimated $402.
iShares Select Dividend ETF made up 0.15% of Lane & Associates's portfolio in Q1 2025, its #102 holding.
Lane & Associates first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's iShares Select Dividend ETF position peaked at $515K in Q4 2022.
1,314 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.