Bellwether Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bellwether Advisors’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
2025 Q3	–	Sell	-77	Closed	-$10.2K	–	262
2025 Q2	$10.2K	Hold	77	–	–	﹤0.01%	367
2025 Q1	$10.3K	Hold	77	–	–	﹤0.01%	318
2024 Q4	$10.1K	Buy	+77	New	+$10.5K	﹤0.01%	339
2023 Q2	–	Sell	-77	Closed	-$9.02K	–	195
2023 Q1	$9.02K	Hold	77	–	–	﹤0.01%	279
2022 Q4	$9.29K	Sell	77 -120	-61%	-$14.2K	﹤0.01%	276
2022 Q3	$21K	Hold	197	–	–	0.01%	217
2022 Q2	$23K	Sell	197 -581	-75%	-$72.7K	0.01%	207
2022 Q1	$99K	Hold	778	–	–	0.03%	158
2021 Q4	$95K	Buy	778 +581	+295%	+$69.3K	0.03%	155
2021 Q3	$22K	Sell	197 -637	-76%	-$74.5K	0.01%	237
2021 Q2	$97K	Sell	834 -24	-3%	-$2.85K	0.03%	154
2021 Q1	$97K	Hold	858	–	–	0.04%	137
2020 Q4	$82K	Buy	+858	New	+$77.9K	0.04%	136

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bellwether Advisors's DVY Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 77 shares — an estimated $10.2K sold.

Bellwether Advisors first reported a position in DVY in Q4 2020 and held it in 13 quarters. The position peaked at $99K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Bellwether Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 77 iShares Select Dividend ETF shares in Q3 2025, an estimated $10.2K.
Bellwether Advisors first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares Select Dividend ETF position peaked at $99K in Q1 2022.
1,308 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.