Lauterbach Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Lauterbach Financial Advisors’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 Q1	$271K	Hold	1,790	–	–	0.13%	68
2025 Q4	$253K	Hold	1,790	–	–	0.12%	71
2025 Q3	$254K	Hold	1,790	–	–	0.13%	72
2025 Q2	$238K	Hold	1,790	–	–	0.13%	71
2025 Q1	$240K	Hold	1,790	–	–	0.15%	66
2024 Q4	$235K	Hold	1,790	–	–	0.14%	63
2024 Q3	$242K	Hold	1,790	–	–	0.15%	60
2024 Q2	$228K	Hold	1,790	–	–	0.15%	58
2024 Q1	$220K	Hold	1,790	–	–	0.14%	63
2023 Q4	$210K	Buy	+1,790	New	+$197K	0.15%	64
2023 Q3	–	Sell	-1,790	Closed	-$203K	–	61
2023 Q2	$203K	Hold	1,790	–	–	0.16%	59
2023 Q1	$210K	Hold	1,790	–	–	0.17%	58
2022 Q4	$216K	Buy	+1,790	New	+$212K	0.19%	51
2022 Q3	–	Sell	-1,790	Closed	-$211K	–	51
2022 Q2	$211K	Hold	1,790	–	–	0.2%	44
2022 Q1	$229K	Hold	1,790	–	–	0.21%	42
2021 Q4	$219K	Buy	+1,790	New	+$213K	0.19%	44

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

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

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

Lauterbach Financial Advisors's DVY Position: Q1 2026 in Review

Lauterbach Financial Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,790 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #68.

Lauterbach Financial Advisors first reported a position in DVY in Q4 2021 and has held it in 16 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Lauterbach Financial Advisors held 1,790 shares of iShares Select Dividend ETF worth $271K as of Q1 2026.
Lauterbach Financial Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.13% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #68 holding.
Lauterbach Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 16 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.