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 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 $1.37T 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

Salomon & Ludwin's DVY Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares Select Dividend ETF (DVY) stake by 4.6% in Q1 2026, selling an estimated $9.97K and leaving 1,354 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #167.

Salomon & Ludwin first reported a position in DVY in Q3 2021 and has held it in 19 quarters since. The position peaked at $425K in Q1 2022. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Salomon & Ludwin held 1,354 shares of iShares Select Dividend ETF worth $205K as of Q1 2026.
Salomon & Ludwin sold 66 iShares Select Dividend ETF shares in Q1 2026, an estimated $9.97K.
iShares Select Dividend ETF made up 0.02% of Salomon & Ludwin's portfolio in Q1 2026, its #167 holding.
Salomon & Ludwin first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 19 quarters since.
Salomon & Ludwin's iShares Select Dividend ETF position peaked at $425K in Q1 2022.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.