Windsor Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Windsor Advisory 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 Q2	–	Sell	-422	Closed	-$56.7K	–	56
2025 Q1	$56.7K	Hold	422	–	–	0.07%	46
2024 Q4	$55.4K	Buy	+422	New	+$57.5K	0.06%	68
2024 Q2	–	Sell	-54	Closed	-$6.65K	–	52
2024 Q1	$6.65K	Buy	+54	New	+$6.32K	0.02%	47
2023 Q2	–	Sell	-86	Closed	-$10.1K	–	60
2023 Q1	$10.1K	Hold	86	–	–	0.02%	65
2022 Q4	$10.3K	Buy	+86	New	+$10.2K	0.03%	66

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Windsor Advisory Group's DVY Position: Q2 2025 in Review

Windsor Advisory Group sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 422 shares — an estimated $56.7K sold.

Windsor Advisory Group first reported a position in DVY in Q4 2022 and held it in 5 quarters. The position peaked at $56.7K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Windsor Advisory Group reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Windsor Advisory Group sold 422 iShares Select Dividend ETF shares in Q2 2025, an estimated $56.7K.
Windsor Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 5 quarters.
Windsor Advisory Group's iShares Select Dividend ETF position peaked at $56.7K in Q1 2025.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Windsor Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.