FSA Investment Group’s iShares Select Dividend ETF DVY Stock Holding History

FSA Investment 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
2025 Q4	–	Sell	-3,623	Closed	-$516K	–	39
2025 Q3	$516K	Buy	3,623 +32	+0.9%	+$4.43K	0.32%	23
2025 Q2	$477K	Buy	3,591 +34	+1%	+$4.4K	0.35%	14
2025 Q1	$478K	Buy	3,557 +28	+0.8%	+$3.75K	0.41%	17
2024 Q4	$463K	Buy	+3,529	New	+$481K	0.4%	16

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

Align Financial Hermantown, Minnesota $202M AUM

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

FSA Investment Group's DVY Position: Q4 2025 in Review

FSA Investment Group sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 3,623 shares — an estimated $516K sold.

FSA Investment Group first reported a position in DVY in Q4 2024 and held it in 4 quarters. The position peaked at $516K in Q3 2025. 1,385 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

FSA Investment Group reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
FSA Investment Group sold 3,623 iShares Select Dividend ETF shares in Q4 2025, an estimated $516K.
FSA Investment Group first reported a position in iShares Select Dividend ETF in Q4 2024 and held it in 4 quarters.
FSA Investment Group's iShares Select Dividend ETF position peaked at $516K in Q3 2025.
1,385 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on FSA Investment Group's 13F filing for Q4 2025, filed 13 Jan 2026.