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 Q2	$25K	Sell	160 -145	-48%	-$22.3K	﹤0.01%	276
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 $1.55T 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oxford Financial Group's DVY Position: Q2 2026 in Review

Oxford Financial Group reduced its iShares Select Dividend ETF (DVY) stake by 48% in Q2 2026, selling an estimated $22.3K and leaving 160 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Oxford Financial Group first reported a position in DVY in Q3 2020 and has held it in 24 quarters since. The position peaked at $586K in Q3 2024. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Oxford Financial Group held 160 shares of iShares Select Dividend ETF worth $25K as of Q2 2026.
Oxford Financial Group sold 145 iShares Select Dividend ETF shares in Q2 2026, an estimated $22.3K.
iShares Select Dividend ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #276 holding.
Oxford Financial Group first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 24 quarters since.
Oxford Financial Group's iShares Select Dividend ETF position peaked at $586K in Q3 2024.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.