FWL Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

FWL Investment 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	–	Sell	-1,015	Closed	-$135K	–	350
2025 Q2	$135K	Hold	1,015	–	–	0.04%	105
2025 Q1	$136K	Hold	1,015	–	–	0.05%	95
2024 Q4	$133K	Hold	1,015	–	–	0.05%	100
2024 Q3	$137K	Hold	1,015	–	–	0.05%	83
2024 Q2	$123K	Sell	1,015 -35	-3%	-$4.25K	0.06%	64
2024 Q1	$129K	Hold	1,050	–	–	0.07%	62
2023 Q4	$123K	Hold	1,050	–	–	0.07%	58
2023 Q3	$113K	Buy	+1,050	New	+$119K	0.08%	55
2023 Q2	–	Sell	-1,050	Closed	-$123K	–	55
2023 Q1	$123K	Sell	1,050 -25	-2%	-$3.02K	0.09%	51
2022 Q4	$130K	Buy	+1,075	New	+$127K	0.1%	59

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

FWL Investment Management's DVY Position: Q3 2025 in Review

FWL Investment Management sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 1,015 shares — an estimated $135K sold.

FWL Investment Management first reported a position in DVY in Q4 2022 and held it in 10 quarters. The position peaked at $137K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

FWL Investment Management reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
FWL Investment Management sold 1,015 iShares Select Dividend ETF shares in Q3 2025, an estimated $135K.
FWL Investment Management first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 10 quarters.
FWL Investment Management's iShares Select Dividend ETF position peaked at $137K in Q3 2024.
1,310 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

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