Hartford Financial Management’s iShares Select Dividend ETF DVY Stock Holding History

Hartford Financial Management’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	-110	Closed	-$14.6K	–	344
2025 Q2	$14.6K	Hold	110	–	–	﹤0.01%	263
2025 Q1	$14.8K	Hold	110	–	–	﹤0.01%	273
2024 Q4	$14.4K	Hold	110	–	–	﹤0.01%	283
2024 Q3	$14.9K	Hold	110	–	–	﹤0.01%	282
2024 Q2	$13.3K	Hold	110	–	–	﹤0.01%	293
2024 Q1	$13.6K	Hold	110	–	–	﹤0.01%	299
2023 Q4	$12.9K	Hold	110	–	–	﹤0.01%	299
2023 Q3	$11.8K	Hold	110	–	–	﹤0.01%	296
2023 Q2	$12.5K	Hold	110	–	–	﹤0.01%	270
2023 Q1	$12.9K	Hold	110	–	–	﹤0.01%	266
2022 Q4	$13.3K	Hold	110	–	–	﹤0.01%	267
2022 Q3	$12K	Hold	110	–	–	﹤0.01%	266
2022 Q2	$13K	Hold	110	–	–	﹤0.01%	265
2022 Q1	$14K	Hold	110	–	–	﹤0.01%	271
2021 Q4	$13K	Hold	110	–	–	﹤0.01%	278
2021 Q3	$13K	Hold	110	–	–	﹤0.01%	276
2021 Q2	$13K	Hold	110	–	–	﹤0.01%	280
2021 Q1	$13K	Hold	110	–	–	﹤0.01%	279
2020 Q4	$11K	Hold	110	–	–	﹤0.01%	280
2020 Q3	$9K	Hold	110	–	–	﹤0.01%	267
2020 Q2	$9K	Hold	110	–	–	﹤0.01%	267
2020 Q1	$8K	Hold	110	–	–	﹤0.01%	270
2019 Q4	$12K	Hold	110	–	–	﹤0.01%	280
2019 Q3	$11K	Hold	110	–	–	﹤0.01%	290
2019 Q2	$11K	Hold	110	–	–	﹤0.01%	292
2019 Q1	$11K	Hold	110	–	–	﹤0.01%	294
2018 Q4	$10K	Hold	110	–	–	﹤0.01%	305
2018 Q3	$11K	Hold	110	–	–	﹤0.01%	313
2018 Q2	$11K	Buy	+110	New	+$10.7K	﹤0.01%	314
2017 Q2	–	Sell	-110	Closed	-$10K	–	372
2017 Q1	$10K	Buy	+110	New	+$9.96K	0.01%	263

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 22.9% 1-Year Est. Return

Hartford Financial Management's DVY Position: Q3 2025 in Review

Hartford Financial Management sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 110 shares — an estimated $14.6K sold.

Hartford Financial Management first reported a position in DVY in Q1 2017 and held it in 30 quarters. The position peaked at $14.9K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Hartford Financial Management reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
Hartford Financial Management sold 110 iShares Select Dividend ETF shares in Q3 2025, an estimated $14.6K.
Hartford Financial Management first reported a position in iShares Select Dividend ETF in Q1 2017 and held it in 30 quarters.
Hartford Financial Management's iShares Select Dividend ETF position peaked at $14.9K in Q3 2024.
1,310 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Hartford Financial Management's 13F filing for Q3 2025, filed 28 Oct 2025.