Leo Wealth LLC’s iShares Select Dividend ETF DVY Stock Holding History

Leo Wealth LLC’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	$792K	Buy	5,233 +27	+0.5%	+$4.08K	0.06%	210
2025 Q4	$735K	Buy	5,206 +39	+0.8%	+$5.51K	0.05%	211
2025 Q3	$734K	Buy	5,167 +28	+0.5%	+$3.88K	0.1%	147
2025 Q2	$682K	Sell	5,139 -1,639	-24%	-$212K	0.05%	202
2025 Q1	$910K	Buy	6,778 +26	+0.4%	+$3.49K	0.13%	131
2024 Q4	$886K	Buy	6,752 +33	+0.5%	+$4.5K	0.08%	168
2024 Q3	$908K	Sell	6,719 -136	-2%	-$17.6K	0.08%	163
2024 Q2	$829K	Sell	6,855 -412	-6%	-$50K	0.08%	161
2024 Q1	$895K	Sell	7,267 -124	-2%	-$14.5K	0.09%	159
2023 Q4	$866K	Buy	+7,391	New	+$813K	0.09%	150

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo Wealth LLC's DVY Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Select Dividend ETF (DVY) stake by 0.52% in Q1 2026, buying an estimated $4.08K and bringing the position to 5,233 shares worth $792K. The position accounts for 0.06% of the portfolio, ranked #210.

Leo Wealth LLC first reported a position in DVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $910K in Q1 2025. 1,422 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Leo Wealth LLC held 5,233 shares of iShares Select Dividend ETF worth $792K as of Q1 2026.
Leo Wealth LLC bought 27 iShares Select Dividend ETF shares in Q1 2026, an estimated $4.08K.
iShares Select Dividend ETF made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #210 holding.
Leo Wealth LLC first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's iShares Select Dividend ETF position peaked at $910K in Q1 2025.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.