Kapstone Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Kapstone Financial Advisors’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 Q1	$3.2M	Buy	21,145 +351	+2%	+$53K	1.57%	13
2025 Q4	$2.93M	Sell	20,794 -1,220	-6%	-$172K	1.46%	17
2025 Q3	$3.13M	Sell	22,014 -17	-0.1%	-$2.35K	1.47%	16
2025 Q2	$2.93M	Sell	22,031 -112	-0.5%	-$14.5K	1.46%	14
2025 Q1	$2.97M	Sell	22,143 -38	-0.2%	-$5.09K	1.68%	11
2024 Q4	$2.99M	Sell	22,181 -834	-4%	-$114K	1.59%	12
2024 Q3	$3.1M	Buy	23,015 +300	+1%	+$38.8K	1.88%	9
2024 Q2	$2.75M	Sell	22,715 -563	-2%	-$68.3K	1.8%	10
2024 Q1	$2.87M	Sell	23,278 -300	-1%	-$35.1K	1.95%	9
2023 Q4	$2.75M	Sell	23,578 -180	-0.8%	-$19.8K	2.15%	10
2023 Q3	$2.56M	Buy	23,758 +120	+0.5%	+$13.6K	2.3%	8
2023 Q2	$2.77M	Sell	23,638 -600	-2%	-$68.3K	2.29%	8
2023 Q1	$2.88M	Hold	24,238	–	–	2.6%	6
2022 Q4	$3.06M	Buy	+24,238	New	+$2.87M	2.79%	6

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kapstone Financial Advisors's DVY Position: Q1 2026 in Review

Kapstone Financial Advisors increased its iShares Select Dividend ETF (DVY) stake by 1.7% in Q1 2026, buying an estimated $53K and bringing the position to 21,145 shares worth $3.2M. The position accounts for 1.57% of the portfolio, ranked #13.

Kapstone Financial Advisors first reported a position in DVY in Q4 2022 and has held it in 14 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Kapstone Financial Advisors held 21,145 shares of iShares Select Dividend ETF worth $3.2M as of Q1 2026.
Kapstone Financial Advisors bought 351 iShares Select Dividend ETF shares in Q1 2026, an estimated $53K.
iShares Select Dividend ETF made up 1.57% of Kapstone Financial Advisors's portfolio in Q1 2026, its #13 holding.
Kapstone Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 14 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.