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

Atomi 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	$1.1M	Sell	7,297 -65	-0.9%	-$9.82K	0.03%	404
2025 Q4	$1.04M	Buy	7,362 +4,577	+164%	+$647K	0.03%	395
2025 Q3	$396K	Buy	2,785 +74	+3%	+$10.2K	0.01%	751
2025 Q2	$360K	Sell	2,711 -124	-4%	-$16.1K	0.01%	725
2025 Q1	$381K	Sell	2,835 -371	-12%	-$49.7K	0.02%	656
2024 Q4	$421K	Sell	3,206 -171	-5%	-$23.3K	0.02%	550
2024 Q3	$456K	Sell	3,377 -4	-0.1%	-$517	0.03%	488
2024 Q2	$409K	Hold	3,381	–	–	0.03%	453
2024 Q1	$416K	Sell	3,381 -516	-13%	-$60.4K	0.04%	405
2023 Q4	$457K	Buy	3,897 +362	+10%	+$39.8K	0.06%	298
2023 Q3	$381K	Buy	3,535 +4	+0.1%	+$455	0.13%	192
2023 Q2	$400K	Sell	3,531 -616	-15%	-$70.2K	0.18%	148
2023 Q1	$486K	Buy	+4,147	New	+$502K	0.27%	99

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

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

Atomi Financial Group reduced its iShares Select Dividend ETF (DVY) stake by 0.88% in Q1 2026, selling an estimated $9.82K and leaving 7,297 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #404.

Atomi Financial Group first reported a position in DVY in Q1 2023 and has held it in 13 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Atomi Financial Group held 7,297 shares of iShares Select Dividend ETF worth $1.1M as of Q1 2026.
Atomi Financial Group sold 65 iShares Select Dividend ETF shares in Q1 2026, an estimated $9.82K.
iShares Select Dividend ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #404 holding.
Atomi Financial Group first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 13 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.