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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LMG Wealth Partners's DVY Position: Q1 2026 in Review

LMG Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 4.6% in Q1 2026, buying an estimated $277K and bringing the position to 41,653 shares worth $6.31M. The position accounts for 1.15% of the portfolio, ranked #28.

LMG Wealth Partners first reported a position in DVY in Q4 2022 and has held it in 14 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • LMG Wealth Partners held 41,653 shares of iShares Select Dividend ETF worth $6.31M as of Q1 2026.
  • LMG Wealth Partners bought 1,834 iShares Select Dividend ETF shares in Q1 2026, an estimated $277K.
  • iShares Select Dividend ETF made up 1.15% of LMG Wealth Partners's portfolio in Q1 2026, its #28 holding.
  • LMG Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.