Oxford Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Oxford Financial 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
2026 Q1	$46.2K	Hold	305	–	–	﹤0.01%	271
2025 Q4	$43K	Sell	305 -18	-6%	-$2.54K	﹤0.01%	258
2025 Q3	$45.9K	Hold	323	–	–	﹤0.01%	246
2025 Q2	$42.9K	Hold	323	–	–	﹤0.01%	233
2025 Q1	$43.4K	Sell	323 -4,015	-93%	-$538K	﹤0.01%	235
2024 Q4	$570K	Hold	4,338	–	–	0.04%	131
2024 Q3	$586K	Hold	4,338	–	–	0.04%	127
2024 Q2	$525K	Hold	4,338	–	–	0.03%	149
2024 Q1	$534K	Hold	4,338	–	–	0.04%	127
2023 Q4	$509K	Hold	4,338	–	–	0.04%	139
2023 Q3	$467K	Hold	4,338	–	–	0.04%	138
2023 Q2	$491K	Hold	4,338	–	–	0.05%	139
2023 Q1	$508K	Hold	4,338	–	–	0.06%	112
2022 Q4	$523K	Hold	4,338	–	–	0.06%	108
2022 Q3	$465K	Hold	4,338	–	–	0.07%	105
2022 Q2	$510K	Buy	4,338 +4,015	+1,243%	+$503K	0.08%	104
2022 Q1	$41K	Hold	323	–	–	0.01%	224
2021 Q4	$40K	Hold	323	–	–	﹤0.01%	238
2021 Q3	$37K	Hold	323	–	–	﹤0.01%	218
2021 Q2	$38K	Sell	323 -106	-25%	-$12.6K	0.01%	199
2021 Q1	$49K	Hold	429	–	–	0.01%	191
2020 Q4	$41K	Hold	429	–	–	0.01%	186
2020 Q3	$35K	Buy	+429	New	+$35.8K	0.01%	172

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

Oxford Financial Group's DVY Position: Q1 2026 in Review

Oxford Financial Group held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 305 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Oxford Financial Group first reported a position in DVY in Q3 2020 and has held it in 23 quarters since. The position peaked at $586K in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Oxford Financial Group held 305 shares of iShares Select Dividend ETF worth $46.2K as of Q1 2026.
Oxford Financial Group left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #271 holding.
Oxford Financial Group first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 23 quarters since.
Oxford Financial Group's iShares Select Dividend ETF position peaked at $586K in Q3 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.