LMG Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

LMG Wealth Partners’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	$7.3M	Buy	46,677 +5,024	+12%	+$773K	1.17%	26
2026 Q1	$6.31M	Buy	41,653 +1,834	+5%	+$277K	1.15%	28
2025 Q4	$5.62M	Buy	39,819 +1,797	+5%	+$254K	1.05%	31
2025 Q3	$5.4M	Buy	38,022 +694	+2%	+$96.1K	1%	33
2025 Q2	$4.96M	Sell	37,328 -392	-1%	-$50.8K	1.02%	33
2025 Q1	$5.07M	Sell	37,720 -487	-1%	-$65.3K	1.13%	32
2024 Q4	$5.02M	Sell	38,207 -61	-0.2%	-$8.31K	1.09%	33
2024 Q3	$5.17M	Sell	38,268 -32	-0.1%	-$4.14K	1.18%	31
2024 Q2	$4.63M	Sell	38,300 -121	-0.3%	-$14.7K	1.16%	31
2024 Q1	$4.73M	Buy	38,421 +146	+0.4%	+$17.1K	1.19%	30
2023 Q4	$4.49M	Buy	38,275 +317	+0.8%	+$34.9K	1.25%	31
2023 Q3	$4.09M	Buy	37,958 +74	+0.2%	+$8.42K	1.24%	32
2023 Q2	$4.29M	Buy	37,884 +580	+2%	+$66.1K	1.31%	30
2023 Q1	$4.37M	Buy	37,304 +115	+0.3%	+$13.9K	1.41%	28
2022 Q4	$4.62M	Buy	+37,189	New	+$4.4M	1.53%	27

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

LMG Wealth Partners's DVY Position: Q2 2026 in Review

LMG Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 12% in Q2 2026, buying an estimated $773K and bringing the position to 46,677 shares worth $7.3M. The position accounts for 1.17% of the portfolio, ranked #26.

LMG Wealth Partners first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

LMG Wealth Partners held 46,677 shares of iShares Select Dividend ETF worth $7.3M as of Q2 2026.
LMG Wealth Partners bought 5,024 iShares Select Dividend ETF shares in Q2 2026, an estimated $773K.
iShares Select Dividend ETF made up 1.17% of LMG Wealth Partners's portfolio in Q2 2026, its #26 holding.
LMG Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.