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Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES DJ SELECT DIVIDEND FD

LPL Financial LLC holds 1.9M shares of DVY (ISHARES DJ SELECT DIVIDEND FD), worth $291M as of 2026-Q2. The position was increased (+3.9% shares). DVY represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$291M

Current Shares

1.9M

Total Value Change

+$93M

Total Shares Change

+395,923

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.9M
+3.9%
$291M0.1%$156.30
32
2026-Q1
Increased
1.8M
+0.1%
$271.3M0.1%$154.11
31
2025-Q4
Increased
1.8M
+3.8%
$252.6M0.1%$142.21
32
2025-Q3
Increased
1.7M
+1.5%
$244.9M0.1%$139.84
31
2025-Q2
Increased
1.7M
+5.2%
$225.5M0.1%$129.51
32
2025-Q1
Increased
1.6M
+1.1%
$216.6M0.1%$128.87
31
2024-Q4
Increased
1.6M
+8.9%
$209.6M0.1%$126.12
33
2024-Q3
Increased
1.5M
+4.6%
$198M0.1%$128.54
32

Other major holders of DVY: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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