Lee Financial’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 | $7.58M | Sell |
50,091
-1,488
| -3% | -$225K | 1.07% | 14 |
|
|
2025
Q4 | $7.28M | Sell |
51,579
-3,589
| -7% | -$507K | 0.98% | 16 |
|
|
2025
Q3 | $7.84M | Sell |
55,168
-1,418
| -3% | -$196K | 0.98% | 15 |
|
|
2025
Q2 | $7.52M | Sell |
56,586
-1,095
| -2% | -$142K | 1.08% | 16 |
|
|
2025
Q1 | $7.75M | Sell |
57,681
-4,072
| -7% | -$546K | 1.18% | 13 |
|
|
2024
Q4 | $8.11M | Sell |
61,753
-2,316
| -4% | -$316K | 1.14% | 13 |
|
|
2024
Q3 | $8.65M | Sell |
64,069
-25,263
| -28% | -$3.27M | 1.23% | 13 |
|
|
2024
Q2 | $10.8M | Sell |
89,332
-15,757
| -15% | -$1.91M | 1.76% | 12 |
|
|
2024
Q1 | $12.9M | Sell |
105,089
-8,571
| -8% | -$1M | 2.16% | 11 |
|
|
2023
Q4 | $13.3M | Sell |
113,660
-2,622
| -2% | -$288K | 2.34% | 12 |
|
|
2023
Q3 | $12.6M | Sell |
116,282
-981
| -0.8% | -$112K | 2.35% | 11 |
|
|
2023
Q2 | $13.3M | Sell |
117,263
-4,226
| -3% | -$481K | 2.33% | 12 |
|
|
2023
Q1 | $14.2M | Buy |
121,489
+5,188
| +4% | +$628K | 2.44% | 13 |
|
|
2022
Q4 | $14M | Buy |
116,301
+953
| +0.8% | +$113K | 2.39% | 13 |
|
|
2022
Q3 | $12.4M | Sell |
115,348
-537
| -0.5% | -$64.4K | 2.31% | 14 |
|
|
2022
Q2 | $13.6M | Sell |
115,885
-5,728
| -5% | -$717K | 2.5% | 13 |
|
|
2022
Q1 | $15.6M | Sell |
121,613
-1,274
| -1% | -$159K | 2.79% | 10 |
|
|
2021
Q4 | $15.1M | Buy |
122,887
+952
| +0.8% | +$113K | 2.83% | 9 |
|
|
2021
Q3 | $14M | Buy |
121,935
+2,749
| +2% | +$321K | 2.89% | 9 |
|
|
2021
Q2 | $13.9M | Buy |
119,186
+629
| +0.5% | +$74.8K | 2.95% | 9 |
|
|
2021
Q1 | $13.5M | Buy |
118,557
+8,858
| +8% | +$936K | 3.21% | 7 |
|
|
2020
Q4 | $10.6M | Sell |
109,699
-2,705
| -2% | -$246K | 2.74% | 8 |
|
|
2020
Q3 | $9.16M | Buy |
112,404
+2,764
| +3% | +$231K | 2.56% | 9 |
|
|
2020
Q2 | $8.85M | Buy |
109,640
+19,225
| +21% | +$1.54M | 2.46% | 9 |
|
|
2020
Q1 | $6.65M | Buy |
90,415
+9,658
| +12% | +$923K | 2.21% | 10 |
|
|
2019
Q4 | $8.53M | Sell |
80,757
-1,955
| -2% | -$201K | 1.84% | 13 |
|
|
2019
Q3 | $8.43M | Sell |
82,712
-2,076
| -2% | -$207K | 1.9% | 14 |
|
|
2019
Q2 | $8.44M | Buy |
84,788
+109
| +0.1% | +$10.8K | 1.91% | 13 |
|
|
2019
Q1 | $8.31M | Sell |
84,679
-6,875
| -8% | -$658K | 1.95% | 13 |
|
|
2018
Q4 | $8.18M | Buy |
91,554
+3,219
| +4% | +$308K | 2.19% | 12 |
|
|
2018
Q3 | $8.81M | Sell |
88,335
-1,847
| -2% | -$185K | 2.17% | 11 |
|
|
2018
Q2 | $8.81M | Sell |
90,182
-2,545
| -3% | -$247K | 2.08% | 11 |
|
|
2018
Q1 | $8.82M | Sell |
92,727
-515
| -0.6% | -$50.3K | 2.24% | 11 |
|
|
2017
Q4 | $9.19M | Sell |
93,242
-393
| -0.4% | -$37.8K | 2.67% | 9 |
|
|
2017
Q3 | $8.77M | Buy |
93,635
+9,227
| +11% | +$853K | 2.83% | 8 |
|
|
2017
Q2 | $7.78M | Sell |
84,408
-2,314
| -3% | -$213K | 2.86% | 6 |
|
|
2017
Q1 | $7.9M | Buy |
86,722
+276
| +0.3% | +$25K | 3.15% | 5 |
|
|
2016
Q4 | $7.66M | Buy |
+86,446
| New | +$7.44M | 4.29% | 3 |
|
Other funds holding DVY
Lee Financial's DVY Position: Q1 2026 in Review
Lee Financial reduced its iShares Select Dividend ETF (DVY) stake by 2.9% in Q1 2026, selling an estimated $225K and leaving 50,091 shares worth $7.58M. The position accounts for 1.07% of the portfolio, ranked #14.
Lee Financial first reported a position in DVY in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.6M in Q1 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Lee Financial held 50,091 shares of iShares Select Dividend ETF worth $7.58M as of Q1 2026.
- Lee Financial sold 1,488 iShares Select Dividend ETF shares in Q1 2026, an estimated $225K.
- iShares Select Dividend ETF made up 1.07% of Lee Financial's portfolio in Q1 2026, its #14 holding.
- Lee Financial first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's iShares Select Dividend ETF position peaked at $15.6M in Q1 2022.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.