Abich Financial Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Abich Financial Wealth Management’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	$8.95K	Buy	+63	New	+$8.72K	﹤0.01%	471

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 $424B AUM 22.94% 1-Year Est. Return

Abich Financial Wealth Management's DVY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Select Dividend ETF (DVY) in Q3 2025: 63 shares worth $8.95K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings.

1,306 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Abich Financial Wealth Management held 63 shares of iShares Select Dividend ETF worth $8.95K as of Q3 2025.
iShares Select Dividend ETF was a new Abich Financial Wealth Management position in Q3 2025.
iShares Select Dividend ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #471 holding.
1,306 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.