Lodestar Private Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Lodestar Private Asset Management's DVY Position: Q1 2026 in Review
Lodestar Private Asset Management reduced its iShares Select Dividend ETF (DVY) stake by 0.46% in Q1 2026, selling an estimated $3.47K and leaving 5,014 shares worth $759K. The position accounts for 0.07% of the portfolio, ranked #121.
Lodestar Private Asset Management 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.
- Lodestar Private Asset Management held 5,014 shares of iShares Select Dividend ETF worth $759K as of Q1 2026.
- Lodestar Private Asset Management sold 23 iShares Select Dividend ETF shares in Q1 2026, an estimated $3.47K.
- iShares Select Dividend ETF made up 0.07% of Lodestar Private Asset Management's portfolio in Q1 2026, its #121 holding.
- Lodestar Private Asset Management 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 Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.