FSA Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

FSA Wealth Management’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	$303K	Buy	2,134 +1	+0%	+$138	0.11%	40
2025 Q2	$283K	Buy	2,133 +1	+0%	+$129	0.11%	41
2025 Q1	$286K	Sell	2,132 -247	-10%	-$33.1K	0.12%	41
2024 Q4	$312K	Sell	2,379 -286	-11%	-$39K	0.13%	37
2024 Q3	$360K	Buy	+2,665	New	+$345K	0.14%	34
2024 Q1	$333K	Sell	2,702 -69	-2%	-$8.08K	0.14%	34
2023 Q4	$325K	Sell	2,771 -23	-0.8%	-$2.53K	0.15%	31
2023 Q3	$301K	Sell	2,794 -77	-3%	-$8.76K	0.17%	30
2023 Q2	$325K	Sell	2,871 -162	-5%	-$18.5K	0.18%	28
2023 Q1	$355K	Sell	3,033 -136	-4%	-$16.4K	0.21%	25
2022 Q4	$382K	Sell	3,169 -36	-1%	-$4.26K	0.22%	29
2022 Q3	$344K	Buy	+3,205	New	+$384K	0.24%	32
2022 Q2	–	Sell	-3,341	Closed	-$410K	–	30
2022 Q1	$410K	Hold	3,341	–	–	0.24%	29
2021 Q4	$410K	Sell	3,341 -2	-0.1%	-$238	0.24%	29
2021 Q3	$384K	Sell	3,343 -125	-4%	-$14.6K	0.24%	28
2021 Q2	$404K	Sell	3,468 -36	-1%	-$4.28K	0.25%	26
2021 Q1	$400K	Buy	3,504 +4	+0.1%	+$423	0.27%	26
2020 Q4	$337K	Hold	3,500	–	–	0.17%	37
2020 Q3	$285K	Hold	3,500	–	–	0.18%	37
2020 Q2	$283K	Hold	3,500	–	–	0.19%	36
2020 Q1	$257K	Hold	3,500	–	–	0.22%	34
2019 Q4	$370K	Buy	+3,500	New	+$361K	0.26%	28

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

FSA Wealth Management's DVY Position: Q3 2025 in Review

FSA Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.05% in Q3 2025, buying an estimated $138 and bringing the position to 2,134 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #40.

FSA Wealth Management first reported a position in DVY in Q4 2019 and has held it in 22 quarters since. The position peaked at $410K in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

FSA Wealth Management held 2,134 shares of iShares Select Dividend ETF worth $303K as of Q3 2025.
FSA Wealth Management bought 1 iShares Select Dividend ETF share in Q3 2025, an estimated $138.
iShares Select Dividend ETF made up 0.11% of FSA Wealth Management's portfolio in Q3 2025, its #40 holding.
FSA Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 22 quarters since.
FSA Wealth Management's iShares Select Dividend ETF position peaked at $410K in Q1 2022.
1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.