IWN
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Independent Wealth Network’s Fidelity High Dividend ETF FDVV Stock Holding History

Independent Wealth Network’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
2026
Q2 		$1.17M Buy
19,440
+1,227
+7% +$73K 0.3% 91
2026
Q1 		$1.01M Buy
18,213
+3,839
+27% +$221K 0.3% 94
2025
Q4 		$815K Buy
14,374
+2,445
+20% +$137K 0.25% 102
2025
Q3 		$665K Buy
11,929
+4,317
+57% +$235K 0.21% 115
2025
Q2 		$396K Buy
7,612
+550
+8% +$27.1K 0.14% 162
2025
Q1 		$350K Buy
+7,062
New +$357K 0.14% 165

Other funds holding FDVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

Independent Wealth Network's FDVV Position: Q2 2026 in Review

Independent Wealth Network increased its Fidelity High Dividend ETF (FDVV) stake by 6.7% in Q2 2026, buying an estimated $73K and bringing the position to 19,440 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #91.

Independent Wealth Network first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Independent Wealth Network held 19,440 shares of Fidelity High Dividend ETF worth $1.17M as of Q2 2026.
  • Independent Wealth Network bought 1,227 Fidelity High Dividend ETF shares in Q2 2026, an estimated $73K.
  • Fidelity High Dividend ETF made up 0.3% of Independent Wealth Network's portfolio in Q2 2026, its #91 holding.
  • Independent Wealth Network first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 132 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.