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

Hurlow Wealth Management Group’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	-4,079	Closed	-$542K	–	123
2025 Q2	$542K	Hold	4,079	–	–	0.15%	59
2025 Q1	$548K	Sell	4,079 -90	-2%	-$12.1K	0.17%	55
2024 Q4	$547K	Hold	4,169	–	–	0.17%	58
2024 Q3	$563K	Sell	4,169 -759	-15%	-$98.1K	0.18%	61
2024 Q2	$596K	Sell	4,928 -226	-4%	-$27.4K	0.2%	50
2024 Q1	$635K	Hold	5,154	–	–	0.22%	48
2023 Q4	$604K	Hold	5,154	–	–	0.23%	47
2023 Q3	$555K	Hold	5,154	–	–	0.24%	49
2023 Q2	$584K	Hold	5,154	–	–	0.25%	48
2023 Q1	$604K	Hold	5,154	–	–	0.28%	45
2022 Q4	$622K	Hold	5,154	–	–	0.32%	47
2022 Q3	$553K	Hold	5,154	–	–	0.32%	47
2022 Q2	$606K	Hold	5,154	–	–	0.35%	41
2022 Q1	$660K	Hold	5,154	–	–	0.4%	36
2021 Q4	$498K	Hold	5,154	–	–	0.39%	47
2021 Q3	$591K	Hold	5,154	–	–	0.35%	42
2021 Q2	$601K	Hold	5,154	–	–	0.4%	40
2021 Q1	$588K	Hold	5,154	–	–	0.42%	40
2020 Q4	$496K	Hold	5,154	–	–	0.39%	47
2020 Q3	$420K	Hold	5,154	–	–	0.38%	49
2020 Q2	$414K	Hold	5,154	–	–	0.4%	47
2020 Q1	$400K	Hold	5,154	–	–	0.43%	52
2019 Q4	$545K	Hold	5,154	–	–	0.53%	39
2019 Q3	$518K	Hold	5,154	–	–	0.55%	41
2019 Q2	$519K	Hold	5,154	–	–	0.55%	39
2019 Q1	$521K	Hold	5,154	–	–	0.56%	39
2018 Q4	$481K	Buy	+5,154	New	+$494K	0.58%	35

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

Hurlow Wealth Management Group's DVY Position: Q3 2025 in Review

Hurlow Wealth Management Group sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 4,079 shares — an estimated $542K sold.

Hurlow Wealth Management Group first reported a position in DVY in Q4 2018 and held it in 27 quarters. The position peaked at $660K in Q1 2022. 1,310 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Hurlow Wealth Management Group reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
Hurlow Wealth Management Group sold 4,079 iShares Select Dividend ETF shares in Q3 2025, an estimated $542K.
Hurlow Wealth Management Group first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 27 quarters.
Hurlow Wealth Management Group's iShares Select Dividend ETF position peaked at $660K in Q1 2022.
1,310 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2025, filed 5 Nov 2025.