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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Able Wealth Management's DVY Position: Q2 2026 in Review

Able Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 19% in Q2 2026, buying an estimated $198K and bringing the position to 7,968 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #58.

Able Wealth Management first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Able Wealth Management held 7,968 shares of iShares Select Dividend ETF worth $1.25M as of Q2 2026.
Able Wealth Management bought 1,287 iShares Select Dividend ETF shares in Q2 2026, an estimated $198K.
iShares Select Dividend ETF made up 0.29% of Able Wealth Management's portfolio in Q2 2026, its #58 holding.
Able Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.