LF
DVY icon

LifeSteps Financial’s iShares Select Dividend ETF DVY Stock Holding History

LifeSteps Financial’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 		$126K Buy
+809
New +$125K 0.06% 132
2024
Q2 		– Sell
-881
Closed -$109K – 176
2024
Q1 		$109K Buy
+881
New +$103K 0.08% 106

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 $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B 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
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

LifeSteps Financial's DVY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 809 shares worth $126K. The stake represents 0.06% of the portfolio and ranks #132 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DVY as recently as Q1 2024.

LifeSteps Financial first reported a position in DVY in Q1 2024 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • LifeSteps Financial held 809 shares of iShares Select Dividend ETF worth $126K as of Q2 2026.
  • iShares Select Dividend ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Select Dividend ETF made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #132 holding.
  • LifeSteps Financial first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.