Iams Wealth Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Buy
21,841
+434
+2% +$21.4K 0.33% 90
2026
Q1
$1.04M Sell
21,407
-560
-3% -$28.4K 0.36% 81
2025
Q4
$1.08M Sell
21,967
-2,115
-9% -$104K 0.39% 82
2025
Q3
$1.19M Buy
24,082
+234
+1% +$11.7K 0.48% 65
2025
Q2
$1.17M Sell
23,848
-19,398
-45% -$943K 0.54% 61
2025
Q1
$2.18M Buy
43,246
+872
+2% +$44.2K 1% 34
2024
Q4
$2.13M Buy
42,374
+2,712
+7% +$144K 0.97% 29
2024
Q3
$2.16M Buy
39,662
+190
+0.5% +$9.98K 1.06% 21
2024
Q2
$1.99M Buy
39,472
+35,430
+877% +$1.83M 1.09% 23
2024
Q1
$209K Buy
+4,042
New +$209K 0.13% 114

Other funds holding KNG

Iams Wealth Management's KNG Position: Q2 2026 in Review

Iams Wealth Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 2% in Q2 2026, buying an estimated $21.4K and bringing the position to 21,841 shares worth $1.1M. The position accounts for 0.33% of the portfolio, ranked #90.

Iams Wealth Management first reported a position in KNG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.18M in Q1 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Iams Wealth Management held 21,841 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.1M as of Q2 2026.
  • Iams Wealth Management bought 434 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $21.4K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.33% of Iams Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Iams Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Iams Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.18M in Q1 2025.
  • 307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.