LA
DVY icon

LexAurum Advisors’s iShares Select Dividend ETF DVY Stock Holding History

LexAurum 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
Q2 		$619K Buy
3,962
+185
+5% +$28.5K 0.07% 209
2026
Q1 		$572K Buy
+3,777
New +$570K 0.07% 204
2025
Q3 		$565K Buy
3,977
+1
+0% +$138 0.08% 186
2025
Q2 		$528K Sell
3,976
-17
-0.4% -$2.2K 0.08% 193
2025
Q1 		$536K Buy
3,993
+5
+0.1% +$670 0.1% 178
2024
Q4 		$524K Sell
3,988
-34
-0.8% -$4.63K 0.1% 176
2024
Q3 		$543K Sell
4,022
-312
-7% -$40.3K 0.12% 154
2024
Q2 		$524K Buy
4,334
+7
+0.2% +$850 0.13% 151
2024
Q1 		$533K Sell
4,327
-17
-0.4% -$1.99K 0.13% 141
2023
Q4 		$509K Buy
4,344
+18
+0.4% +$1.98K 0.13% 149
2023
Q3 		$466K Sell
4,326
-535
-11% -$60.8K 0.14% 148
2023
Q2 		$551K Buy
4,861
+89
+2% +$10.1K 0.17% 120
2023
Q1 		$559K Buy
4,772
+4
+0.1% +$484 0.19% 116
2022
Q4 		$575K Buy
4,768
+8
+0.2% +$946 0.21% 107
2022
Q3 		$510K Hold
4,760
– – 0.2% 110
2022
Q2 		$560K Sell
4,760
-147
-3% -$18.4K 0.21% 106
2022
Q1 		$629K Sell
4,907
-9
-0.2% -$1.12K 0.21% 102
2021
Q4 		$603K Hold
4,916
– – 0.2% 114
2021
Q3 		$564K Hold
4,916
– – 0.17% 153
2021
Q2 		$573K Hold
4,916
– – 0.17% 146
2021
Q1 		$561K Hold
4,916
– – 0.19% 125
2020
Q4 		$473K Hold
4,916
– – 0.17% 141
2020
Q3 		$401K Sell
4,916
-685
-12% -$57.1K 0.16% 125
2020
Q2 		$452K Sell
5,601
-71
-1% -$5.67K 0.25% 94
2020
Q1 		$417K Buy
5,672
+71
+1% +$6.79K 0.29% 72
2019
Q4 		$592K Hold
5,601
– – 0.29% 83
2019
Q3 		$571K Hold
5,601
– – 0.34% 75
2019
Q2 		$558K Sell
5,601
-675
-11% -$66.6K 0.34% 72
2019
Q1 		$616K Buy
6,276
+150
+2% +$14.4K 0.41% 56
2018
Q4 		$547K Hold
6,126
– – 0.42% 58
2018
Q3 		$611K Hold
6,126
– – 0.43% 58
2018
Q2 		$599K Buy
6,126
+49
+0.8% +$4.75K 0.53% 56
2018
Q1 		$578K Sell
6,077
-901
-13% -$88K 0.49% 61
2017
Q4 		$700K Buy
+6,978
New +$672K 0.66% 54

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return