Lowe Brockenbrough & Co’s iShares Select Dividend ETF DVY Stock Holding History

Lowe Brockenbrough & Co’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	$928K	Hold	6,129	–	–	0.05%	182
2025 Q4	$865K	Buy	6,129 +245	+4%	+$34.6K	0.04%	187
2025 Q3	$836K	Hold	5,884	–	–	0.04%	187
2025 Q2	$781K	Hold	5,884	–	–	0.04%	190
2025 Q1	$790K	Hold	5,884	–	–	0.05%	186
2024 Q4	$773K	Hold	5,884	–	–	0.05%	190
2024 Q3	$795K	Hold	5,884	–	–	0.05%	191
2024 Q2	$712K	Hold	5,884	–	–	0.05%	194
2024 Q1	$725K	Hold	5,884	–	–	0.05%	201
2023 Q4	$690K	Hold	5,884	–	–	0.05%	200
2023 Q3	$642K	Hold	5,884	–	–	0.05%	201
2023 Q2	$667K	Hold	5,884	–	–	0.05%	203
2023 Q1	$689K	Buy	5,884 +3,274	+125%	+$396K	0.06%	198
2022 Q4	$315K	Hold	2,610	–	–	0.03%	232
2022 Q3	$280K	Hold	2,610	–	–	0.03%	230
2022 Q2	$307K	Hold	2,610	–	–	0.03%	232
2022 Q1	$334K	Hold	2,610	–	–	0.02%	231
2021 Q4	$320K	Hold	2,610	–	–	0.02%	223
2021 Q3	$299K	Hold	2,610	–	–	0.02%	243
2021 Q2	$304K	Hold	2,610	–	–	0.03%	197
2021 Q1	$298K	Hold	2,610	–	–	0.03%	199
2020 Q4	$251K	Buy	+2,610	New	+$237K	0.03%	197

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lowe Brockenbrough & Co's DVY Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 6,129 shares worth $928K. The position accounts for 0.05% of the portfolio, ranked #182.

Lowe Brockenbrough & Co first reported a position in DVY in Q4 2020 and has held it in 22 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Lowe Brockenbrough & Co held 6,129 shares of iShares Select Dividend ETF worth $928K as of Q1 2026.
Lowe Brockenbrough & Co left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.05% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #182 holding.
Lowe Brockenbrough & Co first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 22 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.