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

LJI 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
2026 Q2	$216K	Sell	1,381 -100	-7%	-$15.4K	0.03%	186
2026 Q1	$224K	Hold	1,481	–	–	0.04%	175
2025 Q4	$209K	Hold	1,481	–	–	0.03%	183
2025 Q3	$210K	Buy	+1,481	New	+$205K	0.04%	168
2024 Q4	–	Sell	-1,627	Closed	-$220K	–	188
2024 Q3	$220K	Sell	1,627 -110	-6%	-$14.2K	0.04%	179
2024 Q2	$210K	Hold	1,737	–	–	0.05%	173
2024 Q1	$214K	Hold	1,737	–	–	0.06%	140
2023 Q4	$204K	Buy	+1,737	New	+$191K	0.05%	157
2023 Q1	–	Sell	-1,660	Closed	-$200K	–	160
2022 Q4	$200K	Buy	+1,660	New	+$196K	0.07%	139

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

LJI Wealth Management's DVY Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 6.8% in Q2 2026, selling an estimated $15.4K and leaving 1,381 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #186.

LJI Wealth Management first reported a position in DVY in Q4 2022 and has held it in 9 quarters since. The position peaked at $224K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

LJI Wealth Management held 1,381 shares of iShares Select Dividend ETF worth $216K as of Q2 2026.
LJI Wealth Management sold 100 iShares Select Dividend ETF shares in Q2 2026, an estimated $15.4K.
iShares Select Dividend ETF made up 0.03% of LJI Wealth Management's portfolio in Q2 2026, its #186 holding.
LJI Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 9 quarters since.
LJI Wealth Management's iShares Select Dividend ETF position peaked at $224K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.