KCS Wealth Advisory’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
KCS Wealth Advisory's DVY Position: Q3 2023 in Review
KCS Wealth Advisory opened a new position in iShares Select Dividend ETF (DVY) in Q3 2023: 1,897 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #130 among its holdings. This is a return to the name: KCS Wealth Advisory previously reported a position in DVY as recently as Q3 2019.
KCS Wealth Advisory first reported a position in DVY in Q3 2019 and has held it in 2 quarters since. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.
- KCS Wealth Advisory held 1,897 shares of iShares Select Dividend ETF worth $204K as of Q3 2023.
- iShares Select Dividend ETF was a new KCS Wealth Advisory position in Q3 2023.
- iShares Select Dividend ETF made up 0.09% of KCS Wealth Advisory's portfolio in Q3 2023, its #130 holding.
- KCS Wealth Advisory first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 2 quarters since.
- 1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.
Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.