Oak Hill Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Oak Hill Wealth 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	$210K	Hold	1,478	–	–	0.04%	142
2025 Q2	$201K	Buy	+1,478	New	+$191K	0.04%	142

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oak Hill Wealth Advisors's DVY Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q3 2025 at 1,478 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #142.

Oak Hill Wealth Advisors first reported a position in DVY in Q2 2025 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Oak Hill Wealth Advisors held 1,478 shares of iShares Select Dividend ETF worth $210K as of Q3 2025.
Oak Hill Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q3 2025.
iShares Select Dividend ETF made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #142 holding.
Oak Hill Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 2 quarters since.
1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.