Lido 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 | $15.3M | Sell |
101,349
-11,857
| -10% | -$1.79M | 0.05% | 242 |
|
|
2025
Q4 | $16.1M | Buy |
113,206
+520
| +0.5% | +$73.5K | 0.05% | 242 |
|
|
2025
Q3 | $16M | Buy |
112,686
+5,439
| +5% | +$753K | 0.05% | 225 |
|
|
2025
Q2 | $14.2M | Buy |
107,247
+19,279
| +22% | +$2.5M | 0.06% | 200 |
|
|
2025
Q1 | $11.8M | Sell |
87,968
-388
| -0.4% | -$52K | 0.05% | 218 |
|
|
2024
Q4 | $11.6M | Buy |
88,356
+20,798
| +31% | +$2.83M | 0.05% | 204 |
|
|
2024
Q3 | $9.13M | Sell |
67,558
-3,000
| -4% | -$388K | 0.05% | 214 |
|
|
2024
Q2 | $8.54M | Buy |
70,558
+2,448
| +4% | +$297K | 0.05% | 202 |
|
|
2024
Q1 | $8.39M | Sell |
68,110
-2,291
| -3% | -$268K | 0.05% | 200 |
|
|
2023
Q4 | $8.25M | Sell |
70,401
-2,985
| -4% | -$328K | 0.06% | 192 |
|
|
2023
Q3 | $7.9M | Buy |
73,386
+11,125
| +18% | +$1.27M | 0.06% | 166 |
|
|
2023
Q2 | $7.05M | Buy |
62,261
+36,198
| +139% | +$4.12M | 0.05% | 179 |
|
|
2023
Q1 | $3.05M | Buy |
26,063
+11,851
| +83% | +$1.43M | 0.03% | 266 |
|
|
2022
Q4 | $1.71M | Buy |
14,212
+3,385
| +31% | +$400K | 0.02% | 316 |
|
|
2022
Q3 | $1.16M | Sell |
10,827
-50
| -0.5% | -$5.99K | 0.01% | 336 |
|
|
2022
Q2 | $1.28M | Buy |
10,877
+698
| +7% | +$87.4K | 0.02% | 296 |
|
|
2022
Q1 | $1.3M | Sell |
10,179
-79
| -0.8% | -$9.87K | 0.01% | 344 |
|
|
2021
Q4 | $1.26M | Buy |
10,258
+372
| +4% | +$44.3K | 0.01% | 367 |
|
|
2021
Q3 | $1.13M | Buy |
9,886
+198
| +2% | +$23.1K | 0.02% | 372 |
|
|
2021
Q2 | $1.13M | Buy |
9,688
+559
| +6% | +$66.5K | 0.02% | 353 |
|
|
2021
Q1 | $1.04M | Buy |
9,129
+191
| +2% | +$20.2K | 0.02% | 329 |
|
|
2020
Q4 | $859K | Sell |
8,938
-302
| -3% | -$27.4K | 0.02% | 346 |
|
|
2020
Q3 | $753K | Buy |
9,240
+920
| +11% | +$76.7K | 0.02% | 311 |
|
|
2020
Q2 | $672K | Buy |
8,320
+45
| +0.5% | +$3.6K | 0.02% | 299 |
|
|
2020
Q1 | $609K | Hold |
8,275
| – | – | 0.03% | 293 |
|
|
2019
Q4 | $874K | Buy |
8,275
+162
| +2% | +$16.7K | 0.03% | 288 |
|
|
2019
Q3 | $827K | Sell |
8,113
-12
| -0.1% | -$1.2K | 0.04% | 249 |
|
|
2019
Q2 | $808K | Sell |
8,125
-123
| -1% | -$12.1K | 0.05% | 226 |
|
|
2019
Q1 | $809K | Buy |
8,248
+231
| +3% | +$22.1K | 0.05% | 218 |
|
|
2018
Q4 | $716K | Buy |
8,017
+300
| +4% | +$28.7K | 0.07% | 172 |
|
|
2018
Q3 | $778K | Sell |
7,717
-2,366
| -23% | -$237K | 0.08% | 161 |
|
|
2018
Q2 | $985K | Buy |
10,083
+2,572
| +34% | +$250K | 0.11% | 113 |
|
|
2018
Q1 | $714K | Hold |
7,511
| – | – | 0.1% | 136 |
|
|
2017
Q4 | $740K | Hold |
7,511
| – | – | 0.11% | 106 |
|
|
2017
Q3 | $711K | Hold |
7,511
| – | – | 0.11% | 108 |
|
|
2017
Q2 | $693K | Sell |
7,511
-1
| -0% | -$92 | 0.14% | 89 |
|
|
2017
Q1 | $688K | Buy |
7,512
+1
| +0% | +$91 | 0.19% | 80 |
|
|
2016
Q4 | $665K | Buy |
7,511
+187
| +3% | +$16.1K | 0.16% | 69 |
|
|
2016
Q3 | $628K | Buy |
7,324
+1,755
| +32% | +$151K | 0.19% | 54 |
|
|
2016
Q2 | $475K | Sell |
5,569
-8,173
| -59% | -$673K | 0.15% | 68 |
|
|
2016
Q1 | $1.12M | Buy |
+13,742
| New | +$1.05M | 0.38% | 24 |
|
Other funds holding DVY
Lido Advisors's DVY Position: Q1 2026 in Review
Lido Advisors reduced its iShares Select Dividend ETF (DVY) stake by 10% in Q1 2026, selling an estimated $1.79M and leaving 101,349 shares worth $15.3M. The position accounts for 0.05% of the portfolio, ranked #242.
Lido Advisors first reported a position in DVY in Q1 2016 and has held it in 41 quarters since. The position peaked at $16.1M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Lido Advisors held 101,349 shares of iShares Select Dividend ETF worth $15.3M as of Q1 2026.
- Lido Advisors sold 11,857 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.79M.
- iShares Select Dividend ETF made up 0.05% of Lido Advisors's portfolio in Q1 2026, its #242 holding.
- Lido Advisors first reported a position in iShares Select Dividend ETF in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's iShares Select Dividend ETF position peaked at $16.1M in Q4 2025.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.