LBMC Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.9M | Buy |
230,707
+1,594
| +0.7% | +$241K | 2.13% | 9 |
|
|
2025
Q4 | $32.3M | Buy |
229,113
+171
| +0.1% | +$24.2K | 1.99% | 9 |
|
|
2025
Q3 | $32.5M | Sell |
228,942
-2,575
| -1% | -$357K | 2.07% | 9 |
|
|
2025
Q2 | $30.7M | Buy |
231,517
+360
| +0.2% | +$46.6K | 2.19% | 7 |
|
|
2025
Q1 | $31M | Sell |
231,157
-2,696
| -1% | -$362K | 2.43% | 7 |
|
|
2024
Q4 | $30.7M | Buy |
233,853
+1,272
| +0.5% | +$173K | 2.42% | 7 |
|
|
2024
Q3 | $31.4M | Sell |
232,581
-561
| -0.2% | -$72.5K | 2.48% | 7 |
|
|
2024
Q2 | $28.2M | Sell |
233,142
-3,781
| -2% | -$459K | 2.45% | 7 |
|
|
2024
Q1 | $29.2M | Sell |
236,923
-3,273
| -1% | -$383K | 2.53% | 7 |
|
|
2023
Q4 | $28.2M | Sell |
240,196
-4,154
| -2% | -$457K | 2.68% | 7 |
|
|
2023
Q3 | $25.6M | Sell |
244,350
-2,629
| -1% | -$299K | 2.72% | 7 |
|
|
2023
Q2 | $28M | Sell |
246,979
-4,857
| -2% | -$553K | 2.75% | 7 |
|
|
2023
Q1 | $29.5M | Sell |
251,836
-2,488
| -1% | -$301K | 2.98% | 7 |
|
|
2022
Q4 | $30.7M | Sell |
254,324
-5,337
| -2% | -$631K | 3.24% | 7 |
|
|
2022
Q3 | $27.8M | Buy |
259,661
+3,383
| +1% | +$405K | 3.2% | 7 |
|
|
2022
Q2 | $30.2M | Sell |
256,278
-11,844
| -4% | -$1.48M | 3.27% | 7 |
|
|
2022
Q1 | $34.4M | Buy |
268,122
+8,915
| +3% | +$1.11M | 3.04% | 7 |
|
|
2021
Q4 | $31.8M | Buy |
259,207
+232,455
| +869% | +$27.7M | 2.75% | 7 |
|
|
2021
Q3 | $29.4K | Sell |
26,752
-213,639
| -89% | -$25M | 2.75% | 7 |
|
|
2021
Q2 | $28M | Buy |
240,391
+15,040
| +7% | +$1.79M | 2.67% | 7 |
|
|
2021
Q1 | $25.7M | Buy |
225,351
+6,032
| +3% | +$637K | 2.71% | 7 |
|
|
2020
Q4 | $21.1M | Sell |
219,319
-251
| -0.1% | -$22.8K | 2.49% | 7 |
|
|
2020
Q3 | $17.9M | Buy |
219,570
+28,094
| +15% | +$2.34M | 2.48% | 7 |
|
|
2020
Q2 | $15.5M | Sell |
191,476
-12,706
| -6% | -$1.02M | 2.44% | 7 |
|
|
2020
Q1 | $15M | Buy |
204,182
+4,255
| +2% | +$407K | 2.8% | 8 |
|
|
2019
Q4 | $21.1M | Buy |
199,927
+6,878
| +4% | +$708K | 2.98% | 7 |
|
|
2019
Q3 | $19.7M | Buy |
193,049
+874
| +0.5% | +$87.2K | 2.99% | 7 |
|
|
2019
Q2 | $19.1M | Buy |
192,175
+8,488
| +5% | +$837K | 2.89% | 7 |
|
|
2019
Q1 | $18M | Buy |
183,687
+7,177
| +4% | +$687K | 2.86% | 7 |
|
|
2018
Q4 | $15.8M | Buy |
176,510
+4,153
| +2% | +$398K | 2.9% | 7 |
|
|
2018
Q3 | $17.2M | Sell |
172,357
-10,105
| -6% | -$1.01M | 2.74% | 7 |
|
|
2018
Q2 | $17.8M | Sell |
182,462
-270
| -0.1% | -$26.2K | 2.94% | 7 |
|
|
2018
Q1 | $17.4M | Sell |
182,732
-32,689
| -15% | -$3.19M | 3.01% | 8 |
|
|
2017
Q4 | $21.2M | Sell |
215,421
-11,193
| -5% | -$1.08M | 3.46% | 6 |
|
|
2017
Q3 | $21.2M | Sell |
226,614
-3,788
| -2% | -$350K | 3.66% | 6 |
|
|
2017
Q2 | $21.2M | Buy |
230,402
+2,900
| +1% | +$267K | 3.73% | 7 |
|
|
2017
Q1 | $20.7M | Sell |
227,502
-381
| -0.2% | -$34.5K | 3.71% | 7 |
|
|
2016
Q4 | $20.2M | Buy |
227,883
+3,175
| +1% | +$273K | 3.78% | 7 |
|
|
2016
Q3 | $19.3M | Sell |
224,708
-1,240
| -0.5% | -$107K | 3.7% | 7 |
|
|
2016
Q2 | $19.3M | Buy |
225,948
+5,032
| +2% | +$415K | 3.86% | 7 |
|
|
2016
Q1 | $18M | Buy |
220,916
+2,797
| +1% | +$213K | 3.73% | 7 |
|
|
2015
Q4 | $16.4M | Buy |
218,119
+8,110
| +4% | +$617K | 3.54% | 7 |
|
|
2015
Q3 | $15.3M | Buy |
210,009
+37
| +0% | +$2.76K | 3.46% | 8 |
|
|
2015
Q2 | $15.8M | Buy |
209,972
+2,565
| +1% | +$200K | 3.35% | 8 |
|
|
2015
Q1 | $16.2M | Buy |
207,407
+6,617
| +3% | +$523K | 3.61% | 7 |
|
|
2014
Q4 | $15.9M | Sell |
200,790
-6,367
| -3% | -$492K | 3.7% | 7 |
|
|
2014
Q3 | $15.3M | Buy |
207,157
+15,725
| +8% | +$1.19M | 3.71% | 7 |
|
|
2014
Q2 | $14.7M | Sell |
191,432
-7,643
| -4% | -$571K | 3.98% | 7 |
|
|
2014
Q1 | $14.6M | Buy |
199,075
+6,402
| +3% | +$454K | 3.67% | 8 |
|
|
2013
Q4 | $13.7M | Buy |
192,673
+39,248
| +26% | +$2.73M | 3.6% | 8 |
|
|
2013
Q3 | $10.2M | Buy |
153,425
+16,197
| +12% | +$1.08M | 3.01% | 9 |
|
|
2013
Q2 | $8.78M | Buy |
+137,228
| New | +$8.88M | 3.05% | 10 |
|
Other funds holding DVY
LBMC Investment Advisors's DVY Position: Q1 2026 in Review
LBMC Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.7% in Q1 2026, buying an estimated $241K and bringing the position to 230,707 shares worth $34.9M. The position accounts for 2.13% of the portfolio, ranked #9.
LBMC Investment Advisors first reported a position in DVY in Q2 2013 and has held it in 52 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- LBMC Investment Advisors held 230,707 shares of iShares Select Dividend ETF worth $34.9M as of Q1 2026.
- LBMC Investment Advisors bought 1,594 iShares Select Dividend ETF shares in Q1 2026, an estimated $241K.
- iShares Select Dividend ETF made up 2.13% of LBMC Investment Advisors's portfolio in Q1 2026, its #9 holding.
- LBMC Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 52 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.