Lowe Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$145K	Hold	1,017	–	–	0.05%	74
2025 Q2	$135K	Hold	1,017	–	–	0.05%	75
2025 Q1	$137K	Buy	1,017 +350	+52%	+$46.9K	0.06%	67
2024 Q4	$87.6K	Hold	667	–	–	0.04%	94
2024 Q3	$90.1K	Hold	667	–	–	0.04%	83
2024 Q2	$80.7K	Hold	667	–	–	0.04%	91
2024 Q1	$82.2K	Hold	667	–	–	0.04%	86
2023 Q4	$78.2K	Hold	667	–	–	0.04%	84
2023 Q3	$71.8K	Hold	667	–	–	0.04%	85
2023 Q2	$75.6K	Hold	667	–	–	0.04%	93
2023 Q1	$78.2K	Sell	667 -100	-13%	-$12.1K	0.04%	83
2022 Q4	$92.5K	Hold	767	–	–	0.05%	78
2022 Q3	$82K	Buy	767 +79	+11%	+$9.47K	0.05%	74
2022 Q2	$81K	Hold	688	–	–	0.04%	71
2022 Q1	$88K	Hold	688	–	–	0.04%	73
2021 Q4	$84K	Hold	688	–	–	0.04%	77
2021 Q3	$79K	Hold	688	–	–	0.04%	72
2021 Q2	$80K	Hold	688	–	–	0.04%	69
2021 Q1	$79K	Sell	688 -60	-8%	-$6.34K	0.04%	67
2020 Q4	$72K	Hold	748	–	–	0.04%	66
2020 Q3	$61K	Hold	748	–	–	0.03%	62
2020 Q2	$60K	Hold	748	–	–	0.04%	60
2020 Q1	$55K	Hold	748	–	–	0.04%	53
2019 Q4	$79K	Hold	748	–	–	0.04%	49
2019 Q3	$76K	Hold	748	–	–	0.05%	47
2019 Q2	$74K	Buy	748 +160	+27%	+$15.8K	0.04%	47
2019 Q1	$57K	Hold	588	–	–	0.03%	53
2018 Q4	$53K	Hold	588	–	–	0.04%	54
2018 Q3	$59K	Hold	588	–	–	0.03%	58
2018 Q2	$57K	Hold	588	–	–	0.04%	59
2018 Q1	$56K	Hold	588	–	–	0.04%	58
2017 Q4	$58K	Hold	588	–	–	0.04%	59
2017 Q3	$55K	Hold	588	–	–	0.03%	60
2017 Q2	$54K	Hold	588	–	–	0.03%	60
2017 Q1	$54K	Hold	588	–	–	0.04%	56
2016 Q4	$52K	Hold	588	–	–	0.04%	58
2016 Q3	$50K	Hold	588	–	–	0.03%	59
2016 Q2	$50K	Hold	588	–	–	0.03%	56
2016 Q1	$48K	Hold	588	–	–	0.03%	56
2015 Q4	$44K	Hold	588	–	–	0.03%	56
2015 Q3	$43K	Hold	588	–	–	0.03%	58
2015 Q2	$44K	Hold	588	–	–	0.03%	74
2015 Q1	$46K	Hold	588	–	–	0.03%	72
2014 Q4	$47K	Buy	+588	New	+$45.4K	0.03%	69

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lowe Wealth Advisors's DVY Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q3 2025 at 1,017 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #74.

Lowe Wealth Advisors first reported a position in DVY in Q4 2014 and has held it in 44 quarters since. 1,308 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Lowe Wealth Advisors held 1,017 shares of iShares Select Dividend ETF worth $145K as of Q3 2025.
Lowe Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q3 2025.
iShares Select Dividend ETF made up 0.05% of Lowe Wealth Advisors's portfolio in Q3 2025, its #74 holding.
Lowe Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 44 quarters since.
1,308 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.