Salomon & Ludwin’s iShares Select Dividend ETF DVY Stock Holding History

Salomon & Ludwin’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	$213K	Hold	1,354	–	–	0.02%	173
2026 Q1	$205K	Sell	1,354 -66	-5%	-$9.97K	0.02%	167
2025 Q4	$204K	Sell	1,420 -4	-0.3%	-$565	0.02%	169
2025 Q3	$204K	Buy	1,424 +1,056	+287%	+$146K	0.02%	164
2025 Q2	$50.1K	Sell	368 -15	-4%	-$1.94K	0.01%	268
2025 Q1	$51.4K	Hold	383	–	–	0.01%	245
2024 Q4	$50.3K	Sell	383 -20	-5%	-$2.73K	0.01%	242
2024 Q3	$54.4K	Hold	403	–	–	0.01%	249
2024 Q2	$48.8K	Sell	403 -2,744	-87%	-$333K	0.01%	260
2024 Q1	$388K	Sell	3,147 -167	-5%	-$19.6K	0.03%	137
2023 Q4	$357K	Hold	3,314	–	–	0.04%	134
2023 Q3	$357K	Hold	3,314	–	–	0.04%	134
2023 Q2	$375K	Hold	3,314	–	–	0.04%	132
2023 Q1	$388K	Hold	3,314	–	–	0.05%	125
2022 Q4	$400K	Hold	3,314	–	–	0.05%	122
2022 Q3	$355K	Hold	3,314	–	–	0.05%	112
2022 Q2	$390K	Hold	3,314	–	–	0.06%	91
2022 Q1	$425K	Buy	3,314 +85	+3%	+$10.6K	0.06%	70
2021 Q4	$396K	Buy	3,229 +689	+27%	+$82.1K	0.06%	68
2021 Q3	$291K	Buy	+2,540	New	+$297K	0.05%	78

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

Salomon & Ludwin's DVY Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,354 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #173.

Salomon & Ludwin first reported a position in DVY in Q3 2021 and has held it in 20 quarters since. The position peaked at $425K in Q1 2022. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Salomon & Ludwin held 1,354 shares of iShares Select Dividend ETF worth $213K as of Q2 2026.
Salomon & Ludwin left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of Salomon & Ludwin's portfolio in Q2 2026, its #173 holding.
Salomon & Ludwin first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 20 quarters since.
Salomon & Ludwin's iShares Select Dividend ETF position peaked at $425K in Q1 2022.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.