Sonora Investment Management Group’s iShares Select Dividend ETF DVY Stock Holding History

Sonora Investment Management 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
2025 Q3	$406K	Hold	2,860	–	–	0.03%	192
2025 Q2	$380K	Buy	2,860 +50	+2%	+$6.47K	0.03%	195
2025 Q1	$377K	Hold	2,810	–	–	0.03%	192
2024 Q4	$369K	Hold	2,810	–	–	0.03%	194
2024 Q3	$380K	Hold	2,810	–	–	0.03%	197
2024 Q2	$346K	Hold	2,810	–	–	0.03%	208
2024 Q1	$346K	Hold	2,810	–	–	0.03%	209
2023 Q4	$329K	Hold	2,810	–	–	0.03%	195
2023 Q3	$302K	Hold	2,810	–	–	0.03%	200
2023 Q2	$318K	Buy	2,810 +280	+11%	+$31.9K	0.03%	202
2023 Q1	$296K	Sell	2,530 -500	-17%	-$60.5K	0.03%	214
2022 Q4	$365K	Hold	3,030	–	–	0.03%	183
2022 Q3	$357K	Hold	3,030	–	–	0.05%	140
2022 Q2	$357K	Buy	+3,030	New	+$379K	0.03%	173

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

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

Sonora Investment Management Group's DVY Position: Q3 2025 in Review

Sonora Investment Management Group held its iShares Select Dividend ETF (DVY) position steady in Q3 2025 at 2,860 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #192.

Sonora Investment Management Group first reported a position in DVY in Q2 2022 and has held it in 14 quarters since. 1,308 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Sonora Investment Management Group held 2,860 shares of iShares Select Dividend ETF worth $406K as of Q3 2025.
Sonora Investment Management Group left its iShares Select Dividend ETF share count unchanged in Q3 2025.
iShares Select Dividend ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #192 holding.
Sonora Investment Management Group first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 14 quarters since.
1,308 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.