LOM Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

LOM Asset 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	$2.05M	Sell	13,111 -207	-2%	-$31.9K	0.53%	67
2026 Q1	$2.02M	Buy	13,318 +141	+1%	+$21.3K	0.58%	64
2025 Q4	$1.86M	Sell	13,177 -227	-2%	-$32.1K	0.54%	62
2025 Q3	$1.91M	Buy	13,404 +130	+1%	+$18K	0.58%	60
2025 Q2	$1.76M	Buy	+13,274	New	+$1.72M	0.6%	58

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

LOM Asset Management's DVY Position: Q2 2026 in Review

LOM Asset Management reduced its iShares Select Dividend ETF (DVY) stake by 1.6% in Q2 2026, selling an estimated $31.9K and leaving 13,111 shares worth $2.05M. The position accounts for 0.53% of the portfolio, ranked #67.

LOM Asset Management first reported a position in DVY in Q2 2025 and has held it in 5 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

LOM Asset Management held 13,111 shares of iShares Select Dividend ETF worth $2.05M as of Q2 2026.
LOM Asset Management sold 207 iShares Select Dividend ETF shares in Q2 2026, an estimated $31.9K.
iShares Select Dividend ETF made up 0.53% of LOM Asset Management's portfolio in Q2 2026, its #67 holding.
LOM Asset Management first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.