KDK Private Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
KDK Private Wealth Management's DVY Position: Q2 2026 in Review
KDK Private Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 127% in Q2 2026, buying an estimated $470K and bringing the position to 5,454 shares worth $852K. The position accounts for 0.71% of the portfolio, ranked #25.
KDK Private Wealth Management first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- KDK Private Wealth Management held 5,454 shares of iShares Select Dividend ETF worth $852K as of Q2 2026.
- KDK Private Wealth Management bought 3,054 iShares Select Dividend ETF shares in Q2 2026, an estimated $470K.
- iShares Select Dividend ETF made up 0.71% of KDK Private Wealth Management's portfolio in Q2 2026, its #25 holding.
- KDK Private Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.