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

KDK Private 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	$352K	Buy	2,400 +180	+8%	+$27.2K	0.32%	41
2025 Q4	$313K	Buy	+2,220	New	+$314K	0.27%	48

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

KDK Private Wealth Management's DVY Position: Q1 2026 in Review

KDK Private Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 8.1% in Q1 2026, buying an estimated $27.2K and bringing the position to 2,400 shares worth $352K. The position accounts for 0.32% of the portfolio, ranked #41.

KDK Private Wealth Management first reported a position in DVY in Q4 2025 and has held it in 2 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

KDK Private Wealth Management held 2,400 shares of iShares Select Dividend ETF worth $352K as of Q1 2026.
KDK Private Wealth Management bought 180 iShares Select Dividend ETF shares in Q1 2026, an estimated $27.2K.
iShares Select Dividend ETF made up 0.32% of KDK Private Wealth Management's portfolio in Q1 2026, its #41 holding.
KDK Private Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

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