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 Q2	$3.27M	Sell	20,948 -197	-0.9%	-$30.3K	1.37%	16
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kapstone Financial Advisors's DVY Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.93% in Q2 2026, selling an estimated $30.3K and leaving 20,948 shares worth $3.27M. The position accounts for 1.37% of the portfolio, ranked #16.

Kapstone Financial Advisors first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Kapstone Financial Advisors held 20,948 shares of iShares Select Dividend ETF worth $3.27M as of Q2 2026.
Kapstone Financial Advisors sold 197 iShares Select Dividend ETF shares in Q2 2026, an estimated $30.3K.
iShares Select Dividend ETF made up 1.37% of Kapstone Financial Advisors's portfolio in Q2 2026, its #16 holding.
Kapstone Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.