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Iams Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Iams Wealth Management’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,610
Closed -$230K – 161
2024
Q4 		$230K Buy
+4,610
New +$236K 0.11% 152

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Iams Wealth Management's FDVV Position: Q1 2025 in Review

Iams Wealth Management sold out of Fidelity High Dividend ETF (FDVV) in Q1 2025, closing a stake of 4,610 shares — an estimated $230K sold.

Iams Wealth Management first reported a position in FDVV in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 347 funds tracked by Wall St. Rank hold FDVV as of Q1 2025.

  • Iams Wealth Management reported no remaining Fidelity High Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Iams Wealth Management sold 4,610 Fidelity High Dividend ETF shares in Q1 2025, an estimated $230K.
  • Iams Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Iams Wealth Management's Fidelity High Dividend ETF position peaked at $230K in Q4 2024.
  • 347 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.