Hemington Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Hemington Wealth 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	$52K	Hold	371	–	–	0.01%	349
2025 Q2	$49K	Hold	371	–	–	0.01%	344
2025 Q1	$49K	Hold	371	–	–	0.01%	321
2024 Q4	$48K	Hold	371	–	–	0.01%	313
2024 Q3	$49K	Buy	+371	New	+$48K	0.01%	298

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

Hemington Wealth Management's DVY Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q3 2025 at 371 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #349.

Hemington Wealth Management first reported a position in DVY in Q3 2024 and has held it in 5 quarters since. 1,308 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Hemington Wealth Management held 371 shares of iShares Select Dividend ETF worth $52K as of Q3 2025.
Hemington Wealth Management left its iShares Select Dividend ETF share count unchanged in Q3 2025.
iShares Select Dividend ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #349 holding.
Hemington Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 5 quarters since.
1,308 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.