Atomic Invest LLC’s iShares Select Dividend ETF DVY Stock Holding History

Atomic Invest LLC’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 Q4	$2.77K	Buy	+19	New	+$2.68K	﹤0.01%	289

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

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

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

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

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

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

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

Atomic Invest LLC's DVY Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares Select Dividend ETF (DVY) in Q4 2025: 19 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings.

1,389 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Atomic Invest LLC held 19 shares of iShares Select Dividend ETF worth $2.77K as of Q4 2025.
iShares Select Dividend ETF was a new Atomic Invest LLC position in Q4 2025.
iShares Select Dividend ETF made up ﹤0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #289 holding.
1,389 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.