ABLE Financial Group
DVY icon

ABLE Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

ABLE 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
Q3 		$318K Buy
2,091
+50
+2% +$8.06K 0.05% 175
2026
Q2 		$319K Hold
2,041
– – 0.05% 172
2026
Q1 		$309K Hold
2,041
– – 0.06% 166
2025
Q4 		$288K Buy
2,041
+14
+0.7% +$1.98K 0.06% 166
2025
Q3 		$288K Sell
2,027
-14
-0.7% -$1.94K 0.06% 161
2025
Q2 		$271K Sell
2,041
-1,235
-38% -$160K 0.07% 171
2025
Q1 		$440K Hold
3,276
– – 0.12% 114
2024
Q4 		$430K Buy
3,276
+14
+0.4% +$1.91K 0.13% 114
2024
Q3 		$441K Hold
3,262
– – 0.14% 113
2024
Q2 		$395K Buy
+3,262
New +$396K 0.14% 111

Other funds holding DVY

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

ABLE Financial Group's DVY Position: Q3 2026 in Review

ABLE Financial Group increased its iShares Select Dividend ETF (DVY) stake by 2.4% in Q3 2026, buying an estimated $8.06K and bringing the position to 2,091 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #175.

ABLE Financial Group first reported a position in DVY in Q2 2024 and has held it in 10 quarters since. The position peaked at $441K in Q3 2024. 482 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • ABLE Financial Group held 2,091 shares of iShares Select Dividend ETF worth $318K as of Q3 2026.
  • ABLE Financial Group bought 50 iShares Select Dividend ETF shares in Q3 2026, an estimated $8.06K.
  • iShares Select Dividend ETF made up 0.05% of ABLE Financial Group's portfolio in Q3 2026, its #175 holding.
  • ABLE Financial Group first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 10 quarters since.
  • ABLE Financial Group's iShares Select Dividend ETF position peaked at $441K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.