White Lighthouse Investment Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
70,643
+211
| +0.3% | +$31.9K | 1.48% | 16 |
|
|
2025
Q4 | $9.94M | Buy |
70,432
+2,645
| +4% | +$374K | 1.39% | 16 |
|
|
2025
Q3 | $9.63M | Buy |
67,787
+859
| +1% | +$119K | 1.47% | 16 |
|
|
2025
Q2 | $8.89M | Buy |
66,928
+2,936
| +5% | +$380K | 1.45% | 17 |
|
|
2025
Q1 | $8.59M | Sell |
63,992
-2,453
| -4% | -$329K | 1.53% | 13 |
|
|
2024
Q4 | $8.72M | Sell |
66,445
-2,438
| -4% | -$332K | 1.53% | 16 |
|
|
2024
Q3 | $9.3M | Buy |
68,883
+1,655
| +2% | +$214K | 1.67% | 14 |
|
|
2024
Q2 | $8.13M | Sell |
67,228
-2,028
| -3% | -$246K | 1.57% | 15 |
|
|
2024
Q1 | $8.53M | Sell |
69,256
-273
| -0.4% | -$32K | 1.73% | 15 |
|
|
2023
Q4 | $8.15M | Buy |
69,529
+54
| +0.1% | +$5.94K | 1.78% | 15 |
|
|
2023
Q3 | $7.48M | Sell |
69,475
-265
| -0.4% | -$30.1K | 1.82% | 15 |
|
|
2023
Q2 | $7.9M | Buy |
69,740
+5,822
| +9% | +$663K | 1.89% | 16 |
|
|
2023
Q1 | $7.49M | Sell |
63,918
-1,165
| -2% | -$141K | 1.89% | 15 |
|
|
2022
Q4 | $7.85M | Sell |
65,083
-2,814
| -4% | -$333K | 2.13% | 13 |
|
|
2022
Q3 | $7.28M | Buy |
67,897
+1,819
| +3% | +$218K | 2.12% | 13 |
|
|
2022
Q2 | $7.78M | Sell |
66,078
-4,600
| -7% | -$576K | 2.22% | 12 |
|
|
2022
Q1 | $9.06M | Sell |
70,678
-3,335
| -5% | -$417K | 2.3% | 9 |
|
|
2021
Q4 | $9.07M | Sell |
74,013
-1,329
| -2% | -$158K | 2.26% | 11 |
|
|
2021
Q3 | $8.64M | Sell |
75,342
-3,149
| -4% | -$368K | 2.32% | 11 |
|
|
2021
Q2 | $9.15M | Sell |
78,491
-4,963
| -6% | -$590K | 2.51% | 10 |
|
|
2021
Q1 | $9.52M | Buy |
83,454
+5,411
| +7% | +$572K | 2.91% | 9 |
|
|
2020
Q4 | $7.51M | Buy |
78,043
+776
| +1% | +$70.4K | 2.4% | 11 |
|
|
2020
Q3 | $6.3M | Sell |
77,267
-635
| -0.8% | -$53K | 2.18% | 13 |
|
|
2020
Q2 | $6.29M | Sell |
77,902
-5,580
| -7% | -$446K | 2.31% | 13 |
|
|
2020
Q1 | $6.14M | Sell |
83,482
-65
| -0.1% | -$6.21K | 2.57% | 9 |
|
|
2019
Q4 | $8.83M | Sell |
83,547
-78
| -0.1% | -$8.03K | 3.24% | 6 |
|
|
2019
Q3 | $8.53M | Sell |
83,625
-842
| -1% | -$84K | 3.43% | 5 |
|
|
2019
Q2 | $8.41M | Buy |
84,467
+2,298
| +3% | +$227K | 3.51% | 5 |
|
|
2019
Q1 | $8.07M | Buy |
82,169
+3,142
| +4% | +$301K | 3.7% | 5 |
|
|
2018
Q4 | $7.06M | Sell |
79,027
-1,157
| -1% | -$111K | 3.88% | 5 |
|
|
2018
Q3 | $8M | Buy |
80,184
+2,066
| +3% | +$207K | 4.08% | 5 |
|
|
2018
Q2 | $7.63M | Buy |
78,118
+3,015
| +4% | +$293K | 4.19% | 5 |
|
|
2018
Q1 | $7.14M | Sell |
75,103
-94
| -0.1% | -$9.18K | 4.1% | 5 |
|
|
2017
Q4 | $7.41M | Buy |
+75,197
| New | +$7.24M | 4.26% | 4 |
|
Other funds holding DVY
White Lighthouse Investment Management's DVY Position: Q1 2026 in Review
White Lighthouse Investment Management increased its iShares Select Dividend ETF (DVY) stake by 0.3% in Q1 2026, buying an estimated $31.9K and bringing the position to 70,643 shares worth $10.7M. The position accounts for 1.48% of the portfolio, ranked #16.
White Lighthouse Investment Management first reported a position in DVY in Q4 2017 and has held it in 34 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- White Lighthouse Investment Management held 70,643 shares of iShares Select Dividend ETF worth $10.7M as of Q1 2026.
- White Lighthouse Investment Management bought 211 iShares Select Dividend ETF shares in Q1 2026, an estimated $31.9K.
- iShares Select Dividend ETF made up 1.48% of White Lighthouse Investment Management's portfolio in Q1 2026, its #16 holding.
- White Lighthouse Investment Management first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.