Kades & Cheifetz’s iShares Select Dividend ETF DVY Stock Holding History

Kades & Cheifetz’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
2024 Q4	$847K	Buy	6,453 +109	+2%	+$14.9K	0.43%	54
2024 Q3	$857K	Sell	6,344 -160	-2%	-$20.7K	0.49%	49
2024 Q2	$787K	Buy	6,504 +40	+0.6%	+$4.86K	0.49%	48
2024 Q1	$796K	Buy	6,464 +186	+3%	+$21.8K	0.51%	47
2023 Q4	$736K	Sell	6,278 -152	-2%	-$16.7K	0.52%	44
2023 Q3	$692K	Sell	6,430 -1,887	-23%	-$215K	0.55%	41
2023 Q2	$942K	Sell	8,317 -48	-0.6%	-$5.47K	0.72%	32
2023 Q1	$980K	Sell	8,365 -32	-0.4%	-$3.87K	0.77%	31
2022 Q4	$1.01M	Buy	+8,397	New	+$993K	0.85%	30

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kades & Cheifetz's DVY Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares Select Dividend ETF (DVY) stake by 1.7% in Q4 2024, buying an estimated $14.9K and bringing the position to 6,453 shares worth $847K. The position accounts for 0.43% of the portfolio, ranked #54.

Kades & Cheifetz first reported a position in DVY in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2022. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

Kades & Cheifetz held 6,453 shares of iShares Select Dividend ETF worth $847K as of Q4 2024.
Kades & Cheifetz bought 109 iShares Select Dividend ETF shares in Q4 2024, an estimated $14.9K.
iShares Select Dividend ETF made up 0.43% of Kades & Cheifetz's portfolio in Q4 2024, its #54 holding.
Kades & Cheifetz first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's iShares Select Dividend ETF position peaked at $1.01M in Q4 2022.
1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.