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Kaydan Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Kaydan Wealth Management’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 		$2.45M Buy
16,197
+228
+1% +$34.4K 0.82% 23
2025
Q4 		$2.25M Buy
15,969
+481
+3% +$67.9K 0.65% 25
2025
Q3 		$2.2M Buy
15,488
+22
+0.1% +$3.05K 0.63% 29
2025
Q2 		$2.05M Sell
15,466
-147
-0.9% -$19K 0.67% 28
2025
Q1 		$2.1M Buy
15,613
+51
+0.3% +$6.84K 0.67% 26
2024
Q4 		$2.04M Buy
15,562
+434
+3% +$59.1K 0.68% 26
2024
Q3 		$2.04M Sell
15,128
-162
-1% -$20.9K 0.6% 25
2024
Q2 		$1.85M Sell
15,290
-461
-3% -$56K 0.66% 26
2024
Q1 		$1.94M Sell
15,751
-57
-0.4% -$6.67K 0.66% 23
2023
Q4 		$1.85M Sell
15,808
-286
-2% -$31.5K 0.75% 22
2023
Q3 		$1.73M Sell
16,094
-81
-0.5% -$9.21K 0.69% 19
2023
Q2 		$1.83M Buy
16,175
+20
+0.1% +$2.28K 0.77% 18
2023
Q1 		$1.89M Sell
16,155
-843
-5% -$102K 0.78% 16
2022
Q4 		$2.05M Sell
16,998
-144
-0.8% -$17K 0.82% 14
2022
Q3 		$1.84M Sell
17,142
-304
-2% -$36.4K 1.01% 13
2022
Q2 		$2.05M Buy
17,446
+161
+0.9% +$20.2K 1.14% 12
2022
Q1 		$2.21M Buy
17,285
+528
+3% +$66K 0.98% 20
2021
Q4 		$2.05M Buy
+16,757
New +$2M 0.78% 22

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kaydan Wealth Management's DVY Position: Q1 2026 in Review

Kaydan Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 1.4% in Q1 2026, buying an estimated $34.4K and bringing the position to 16,197 shares worth $2.45M. The position accounts for 0.82% of the portfolio, ranked #23.

Kaydan Wealth Management first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Kaydan Wealth Management held 16,197 shares of iShares Select Dividend ETF worth $2.45M as of Q1 2026.
  • Kaydan Wealth Management bought 228 iShares Select Dividend ETF shares in Q1 2026, an estimated $34.4K.
  • iShares Select Dividend ETF made up 0.82% of Kaydan Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Kaydan Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.