Moody Lynn & Lieberson’s iShares Select Dividend ETF DVY Stock Holding History

Moody Lynn & Lieberson’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	$521K	Hold	3,335	–	–	0.03%	174
2026 Q1	$505K	Sell	3,335 -50	-1%	-$7.55K	0.03%	177
2025 Q4	$478K	Hold	3,385	–	–	0.03%	177
2025 Q3	$481K	Sell	3,385 -215	-6%	-$29.8K	0.03%	175
2025 Q2	$478K	Hold	3,600	–	–	0.03%	175
2025 Q1	$483K	Hold	3,600	–	–	0.03%	173
2024 Q4	$473K	Hold	3,600	–	–	0.03%	173
2024 Q3	$486K	Hold	3,600	–	–	0.03%	175
2024 Q2	$436K	Hold	3,600	–	–	0.03%	177
2024 Q1	$443K	Hold	3,600	–	–	0.03%	172
2023 Q4	$422K	Hold	3,600	–	–	0.03%	171
2023 Q3	$388K	Hold	3,600	–	–	0.03%	160
2023 Q2	$408K	Hold	3,600	–	–	0.03%	164
2023 Q1	$422K	Hold	3,600	–	–	0.04%	163
2022 Q4	$434K	Hold	3,600	–	–	0.04%	169
2022 Q3	$386K	Hold	3,600	–	–	0.04%	165
2022 Q2	$424K	Hold	3,600	–	–	0.04%	161
2022 Q1	$461K	Hold	3,600	–	–	0.03%	161
2021 Q4	$441K	Hold	3,600	–	–	0.03%	175
2021 Q3	$413K	Hold	3,600	–	–	0.03%	173
2021 Q2	$420K	Hold	3,600	–	–	0.03%	166
2021 Q1	$411K	Hold	3,600	–	–	0.03%	170
2020 Q4	$346K	Hold	3,600	–	–	0.03%	170
2020 Q3	$294K	Hold	3,600	–	–	0.03%	166
2020 Q2	$291K	Hold	3,600	–	–	0.03%	154
2020 Q1	$265	Sell	3,600 -60	-2%	-$5.73K	0.04%	143
2019 Q4	$387K	Hold	3,660	–	–	0.04%	174
2019 Q3	$373K	Hold	3,660	–	–	0.04%	156
2019 Q2	$364K	Sell	3,660 -200	-5%	-$19.7K	0.04%	168
2019 Q1	$379K	Buy	3,860 +200	+5%	+$19.2K	0.04%	161
2018 Q4	$327K	Hold	3,660	–	–	0.04%	166
2018 Q3	$365K	Hold	3,660	–	–	0.04%	178
2018 Q2	$358K	Hold	3,660	–	–	0.04%	180
2018 Q1	$348K	Hold	3,660	–	–	0.04%	174
2017 Q4	$368K	Hold	3,660	–	–	0.04%	184
2017 Q3	$343K	Hold	3,660	–	–	0.04%	184
2017 Q2	$337K	Sell	3,660 -355	-9%	-$32.6K	0.04%	184
2017 Q1	$366K	Buy	+4,015	New	+$364K	0.05%	147

Other funds holding DVY

NCM

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

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Moody Lynn & Lieberson's DVY Position: Q2 2026 in Review

Moody Lynn & Lieberson held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 3,335 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #174.

Moody Lynn & Lieberson first reported a position in DVY in Q1 2017 and has held it in 38 quarters since. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Moody Lynn & Lieberson held 3,335 shares of iShares Select Dividend ETF worth $521K as of Q2 2026.
Moody Lynn & Lieberson left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #174 holding.
Moody Lynn & Lieberson first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 38 quarters since.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.