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

Redmont 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 Q4	$1.99M	Hold	14,111	–	–	3.02%	8
2025 Q3	$2.01M	Hold	14,111	–	–	2.79%	7
2025 Q2	$1.87M	Hold	14,111	–	–	2.75%	7
2025 Q1	$1.89M	Hold	14,111	–	–	3.69%	6
2024 Q4	$1.85M	Hold	14,111	–	–	3.2%	7
2024 Q3	$1.91M	Hold	14,111	–	–	2.95%	7
2024 Q2	$1.71M	Hold	14,111	–	–	2.68%	8
2024 Q1	$1.74M	Sell	14,111 -3,037	-18%	-$356K	2.41%	9
2023 Q4	$2.01M	Sell	17,148 -13,072	-43%	-$1.44M	2.93%	9
2023 Q3	$3.25M	Hold	30,220	–	–	5.71%	2
2023 Q2	$3.42M	Hold	30,220	–	–	5.89%	3
2023 Q1	$3.54M	Buy	30,220 +28,220	+1,411%	+$3.41M	7.15%	2
2022 Q4	$241K	Hold	2,000	–	–	0.28%	91
2022 Q3	$214K	Hold	2,000	–	–	0.28%	88
2022 Q2	$235K	Hold	2,000	–	–	0.28%	87
2022 Q1	$256K	Hold	2,000	–	–	0.27%	83
2021 Q4	$245K	Buy	+2,000	New	+$238K	0.26%	87

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.96% 1-Year Est. Return

Redmont Wealth Advisors's DVY Position: Q4 2025 in Review

Redmont Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q4 2025 at 14,111 shares worth $1.99M. The position accounts for 3.02% of the portfolio, ranked #8.

Redmont Wealth Advisors first reported a position in DVY in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.54M in Q1 2023. 1,385 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Redmont Wealth Advisors held 14,111 shares of iShares Select Dividend ETF worth $1.99M as of Q4 2025.
Redmont Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q4 2025.
iShares Select Dividend ETF made up 3.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #8 holding.
Redmont Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 17 quarters since.
Redmont Wealth Advisors's iShares Select Dividend ETF position peaked at $3.54M in Q1 2023.
1,385 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.