Legacy Bridge’s iShares Select Dividend ETF DVY Stock Holding History

Legacy Bridge’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	$54.7K	Hold	350	–	–	0.02%	202
2026 Q1	$53K	Hold	350	–	–	0.02%	195
2025 Q4	$49.4K	Hold	350	–	–	0.02%	195
2025 Q3	$49.7K	Hold	350	–	–	0.02%	195
2025 Q2	$46.5K	Hold	350	–	–	0.02%	188
2025 Q1	$47K	Hold	350	–	–	0.03%	184
2024 Q4	$46K	Hold	350	–	–	0.02%	195
2024 Q3	$47.3K	Hold	350	–	–	0.03%	198
2024 Q2	$42.3K	Hold	350	–	–	0.03%	191
2024 Q1	$43.1K	Hold	350	–	–	0.03%	206
2023 Q4	$41K	Hold	350	–	–	0.03%	202
2023 Q3	$37.7K	Hold	350	–	–	0.03%	199
2023 Q2	$39.7K	Hold	350	–	–	0.03%	200
2023 Q1	$41K	Hold	350	–	–	0.03%	202
2022 Q4	$42.2K	Hold	350	–	–	0.03%	199
2022 Q3	$38K	Hold	350	–	–	0.03%	193
2022 Q2	$41K	Hold	350	–	–	0.03%	197
2022 Q1	$45K	Hold	350	–	–	0.03%	201
2021 Q4	$43K	Hold	350	–	–	0.02%	204
2021 Q3	$40K	Hold	350	–	–	0.02%	201
2021 Q2	$41K	Hold	350	–	–	0.02%	205
2021 Q1	$40K	Hold	350	–	–	0.03%	201
2020 Q4	$34K	Hold	350	–	–	0.02%	201
2020 Q3	$29K	Hold	350	–	–	0.03%	196
2020 Q2	$28K	Hold	350	–	–	0.03%	198
2020 Q1	$26K	Hold	350	–	–	0.03%	189
2019 Q4	$37K	Hold	350	–	–	0.03%	193
2019 Q3	$36K	Hold	350	–	–	0.03%	192
2019 Q2	$35K	Hold	350	–	–	0.03%	190
2019 Q1	$34K	Hold	350	–	–	0.04%	192
2018 Q4	$31K	Buy	+350	New	+$33.5K	0.04%	175

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

Legacy Bridge's DVY Position: Q2 2026 in Review

Legacy Bridge held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 350 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #202.

Legacy Bridge first reported a position in DVY in Q4 2018 and has held it in 31 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Legacy Bridge held 350 shares of iShares Select Dividend ETF worth $54.7K as of Q2 2026.
Legacy Bridge left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of Legacy Bridge's portfolio in Q2 2026, its #202 holding.
Legacy Bridge first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.