First Pacific Financial’s iShares Select Dividend ETF DVY Stock Holding History

First Pacific Financial’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	-300	Closed	-$39.8K	–	539
2025 Q2	$39.8K	Hold	300	–	–	0.01%	246
2025 Q1	$40.3K	Buy	+300	New	+$40.2K	0.01%	202

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

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 22.9% 1-Year Est. Return

First Pacific Financial's DVY Position: Q3 2025 in Review

First Pacific Financial sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 300 shares — an estimated $39.8K sold.

First Pacific Financial first reported a position in DVY in Q1 2025 and held it in 2 quarters. The position peaked at $40.3K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

First Pacific Financial reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
First Pacific Financial sold 300 iShares Select Dividend ETF shares in Q3 2025, an estimated $39.8K.
First Pacific Financial first reported a position in iShares Select Dividend ETF in Q1 2025 and held it in 2 quarters.
First Pacific Financial's iShares Select Dividend ETF position peaked at $40.3K in Q1 2025.
1,310 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on First Pacific Financial's 13F filing for Q3 2025, filed 21 Oct 2025.