Kroeger Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Kroeger Financial Partners’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
2026 Q2	$165K	Buy	+1,054	New	+$162K	0.16%	50

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Kroeger Financial Partners's DVY Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,054 shares worth $165K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings.

610 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Kroeger Financial Partners held 1,054 shares of iShares Select Dividend ETF worth $165K as of Q2 2026.
iShares Select Dividend ETF was a new Kroeger Financial Partners position in Q2 2026.
iShares Select Dividend ETF made up 0.16% of Kroeger Financial Partners's portfolio in Q2 2026, its #50 holding.
610 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.