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 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

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 $374B AUM 17.66% 1-Year Est. Return

ABLE Financial Group's DVY Position: Q1 2026 in Review

ABLE Financial Group held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 2,041 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #166.

ABLE Financial Group first reported a position in DVY in Q2 2024 and has held it in 8 quarters since. The position peaked at $441K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

ABLE Financial Group held 2,041 shares of iShares Select Dividend ETF worth $309K as of Q1 2026.
ABLE Financial Group left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.06% of ABLE Financial Group's portfolio in Q1 2026, its #166 holding.
ABLE Financial Group first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 8 quarters since.
ABLE Financial Group's iShares Select Dividend ETF position peaked at $441K in Q3 2024.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.