Oldfather Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Oldfather Financial Services’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 Q4	$230K	Buy	1,631 +211	+15%	+$29.8K	0.07%	92
2025 Q3	$202K	Buy	+1,420	New	+$197K	0.06%	92
2024 Q1	–	Sell	-1,930	Closed	-$226K	–	72
2023 Q4	$226K	Hold	1,930	–	–	0.1%	61
2023 Q3	$208K	Sell	1,930 -6,143	-76%	-$699K	0.11%	61
2023 Q2	$915K	Sell	8,073 -6,167	-43%	-$703K	0.45%	29
2023 Q1	$1.67M	Hold	14,240	–	–	0.86%	21
2022 Q4	$1.72M	Hold	14,240	–	–	0.98%	19
2022 Q3	$1.53M	Hold	14,240	–	–	0.96%	20
2022 Q2	$1.7M	Hold	14,240	–	–	0.97%	20
2022 Q1	$1.81M	Buy	14,240 +310	+2%	+$38.7K	0.98%	21
2021 Q4	$1.74M	Buy	13,930 +200	+1%	+$23.8K	0.91%	22
2021 Q3	$1.66M	Hold	13,730	–	–	0.85%	22
2021 Q2	$1.62M	Buy	13,730 +1,635	+14%	+$194K	0.89%	22
2021 Q1	$1.4M	Buy	12,095 +4,370	+57%	+$462K	0.8%	22
2020 Q4	$784K	Buy	+7,725	New	+$701K	0.47%	25

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

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

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

Align Financial Hermantown, Minnesota $176M AUM

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

Oldfather Financial Services's DVY Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares Select Dividend ETF (DVY) stake by 15% in Q4 2025, buying an estimated $29.8K and bringing the position to 1,631 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #92.

Oldfather Financial Services first reported a position in DVY in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.81M in Q1 2022. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Oldfather Financial Services held 1,631 shares of iShares Select Dividend ETF worth $230K as of Q4 2025.
Oldfather Financial Services bought 211 iShares Select Dividend ETF shares in Q4 2025, an estimated $29.8K.
iShares Select Dividend ETF made up 0.07% of Oldfather Financial Services's portfolio in Q4 2025, its #92 holding.
Oldfather Financial Services first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 15 quarters since.
Oldfather Financial Services's iShares Select Dividend ETF position peaked at $1.81M in Q1 2022.
1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.