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

Able 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
2026 Q3	$1.22M	Hold	7,968	–	–	0.27%	61
2026 Q2	$1.25M	Buy	7,968 +1,287	+19%	+$198K	0.29%	58
2026 Q1	$1.01M	Hold	6,681	–	–	0.27%	59
2025 Q4	$943K	Buy	6,681 +325	+5%	+$45.9K	0.3%	53
2025 Q3	$903K	Hold	6,356	–	–	0.34%	51
2025 Q2	$844K	Hold	6,356	–	–	0.43%	49
2025 Q1	$854K	Hold	6,356	–	–	0.5%	47
2024 Q4	$834K	Buy	6,356 +1	+0%	+$136	0.55%	44
2024 Q3	$858K	Hold	6,355	–	–	0.65%	36
2024 Q2	$769K	Sell	6,355 -489	-7%	-$59.4K	0.63%	37
2024 Q1	$843K	Buy	6,844 +55	+0.8%	+$6.44K	0.74%	31
2023 Q4	$796K	Buy	+6,789	New	+$747K	0.72%	28

Other funds holding DVY

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Able Wealth Management's DVY Position: Q3 2026 in Review

Able Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 7,968 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #61.

Able Wealth Management first reported a position in DVY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q2 2026. 561 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Able Wealth Management held 7,968 shares of iShares Select Dividend ETF worth $1.22M as of Q3 2026.
Able Wealth Management left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.27% of Able Wealth Management's portfolio in Q3 2026, its #61 holding.
Able Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 12 quarters since.
Able Wealth Management's iShares Select Dividend ETF position peaked at $1.25M in Q2 2026.
561 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.