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Caliber Wealth Management (Kansas)’s iShares Select Dividend ETF DVY Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q3 		– Sell
-1,638
Closed -$218K – 268
2025
Q2 		$218K Buy
+1,638
New +$212K 0.02% 263

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s DVY Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 1,638 shares — an estimated $218K sold.

Caliber Wealth Management (Kansas) first reported a position in DVY in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 1,638 iShares Select Dividend ETF shares in Q3 2025, an estimated $218K.
  • Caliber Wealth Management (Kansas) first reported a position in iShares Select Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s iShares Select Dividend ETF position peaked at $218K in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.