LVM Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

LVM Capital 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	$314K	Hold	2,011	–	–	0.03%	130
2026 Q1	$304K	Buy	2,011 +495	+33%	+$74.8K	0.03%	130
2025 Q4	$214K	Hold	1,516	–	–	0.02%	150
2025 Q3	$215K	Hold	1,516	–	–	0.02%	151
2025 Q2	$201K	Hold	1,516	–	–	0.02%	147
2025 Q1	$204K	Buy	+1,516	New	+$203K	0.02%	143
2024 Q1	–	Sell	-3,386	Closed	-$397K	–	141
2023 Q4	$397K	Hold	3,386	–	–	0.05%	118
2023 Q3	$364K	Buy	3,386 +740	+28%	+$84.2K	0.05%	114
2023 Q2	$300K	Sell	2,646 -127	-5%	-$14.5K	0.04%	119
2023 Q1	$325K	Hold	2,773	–	–	0.05%	115
2022 Q4	$334K	Hold	2,773	–	–	0.05%	105
2022 Q3	$297K	Hold	2,773	–	–	0.05%	106
2022 Q2	$326K	Buy	2,773 +916	+49%	+$115K	0.05%	103
2022 Q1	$238K	Buy	+1,857	New	+$232K	0.03%	128

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVM Capital Management's DVY Position: Q2 2026 in Review

LVM Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,011 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #130.

LVM Capital Management first reported a position in DVY in Q1 2022 and has held it in 14 quarters since. The position peaked at $397K in Q4 2023. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

LVM Capital Management held 2,011 shares of iShares Select Dividend ETF worth $314K as of Q2 2026.
LVM Capital Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.03% of LVM Capital Management's portfolio in Q2 2026, its #130 holding.
LVM Capital Management first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 14 quarters since.
LVM Capital Management's iShares Select Dividend ETF position peaked at $397K in Q4 2023.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.