Litman Gregory Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$520K	Buy	3,685 +285	+8%	+$40.3K	0.04%	97
2025 Q3	$483K	Hold	3,400	–	–	0.04%	99
2025 Q2	$452K	Hold	3,400	–	–	0.04%	97
2025 Q1	$457K	Sell	3,400 -642	-16%	-$86.1K	0.04%	95
2024 Q4	$531K	Buy	4,042 +642	+19%	+$87.5K	0.05%	80
2024 Q3	$459K	Hold	3,400	–	–	0.04%	93
2024 Q2	$411K	Hold	3,400	–	–	0.04%	96
2024 Q1	$419K	Buy	+3,400	New	+$398K	0.04%	94
2021 Q2	–	Sell	-53	Closed	-$6K	–	100
2021 Q1	$6K	Hold	53	–	–	﹤0.01%	160
2020 Q4	$5K	Hold	53	–	–	﹤0.01%	163
2020 Q3	$4K	Hold	53	–	–	﹤0.01%	183
2020 Q2	$4K	Hold	53	–	–	﹤0.01%	151
2020 Q1	$4K	Hold	53	–	–	﹤0.01%	141
2019 Q4	$6K	Hold	53	–	–	﹤0.01%	164
2019 Q3	$5K	Hold	53	–	–	﹤0.01%	154
2019 Q2	$5K	Hold	53	–	–	﹤0.01%	173
2019 Q1	$5K	Hold	53	–	–	﹤0.01%	121
2018 Q4	$5K	Buy	+53	New	+$5.08K	﹤0.01%	130

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.9% 1-Year Est. Return

Litman Gregory Wealth Management's DVY Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 8.4% in Q4 2025, buying an estimated $40.3K and bringing the position to 3,685 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #97.

Litman Gregory Wealth Management first reported a position in DVY in Q4 2018 and has held it in 18 quarters since. The position peaked at $531K in Q4 2024. 1,389 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Litman Gregory Wealth Management held 3,685 shares of iShares Select Dividend ETF worth $520K as of Q4 2025.
Litman Gregory Wealth Management bought 285 iShares Select Dividend ETF shares in Q4 2025, an estimated $40.3K.
iShares Select Dividend ETF made up 0.04% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #97 holding.
Litman Gregory Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 18 quarters since.
Litman Gregory Wealth Management's iShares Select Dividend ETF position peaked at $531K in Q4 2024.
1,389 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.