LifeWealth Investments’s iShares Select Dividend ETF DVY Stock Holding History

LifeWealth Investments’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	$234K	Hold	1,500	–	–	0.06%	122
2026 Q1	$227K	Hold	1,500	–	–	0.07%	134
2025 Q4	$212K	Hold	1,500	–	–	0.07%	148
2025 Q3	$213K	Buy	+1,500	New	+$208K	0.07%	140
2025 Q2	–	Sell	-1,500	Closed	-$201K	–	155
2025 Q1	$201K	Buy	+1,500	New	+$201K	0.1%	126

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

LifeWealth Investments's DVY Position: Q2 2026 in Review

LifeWealth Investments held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,500 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #122.

LifeWealth Investments first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

LifeWealth Investments held 1,500 shares of iShares Select Dividend ETF worth $234K as of Q2 2026.
LifeWealth Investments left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.06% of LifeWealth Investments's portfolio in Q2 2026, its #122 holding.
LifeWealth Investments first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.