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: Q3 2026 in Review
KDK Private Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 26% in Q3 2026, buying an estimated $232K and bringing the position to 6,891 shares worth $1.05M. The position accounts for 0.83% of the portfolio, ranked #22.
KDK Private Wealth Management first reported a position in DVY in Q4 2025 and has held it in 4 quarters since. 1,165 funds tracked by Wall St. Rank hold DVY as of Q3 2026.
- KDK Private Wealth Management held 6,891 shares of iShares Select Dividend ETF worth $1.05M as of Q3 2026.
- KDK Private Wealth Management bought 1,437 iShares Select Dividend ETF shares in Q3 2026, an estimated $232K.
- iShares Select Dividend ETF made up 0.83% of KDK Private Wealth Management's portfolio in Q3 2026, its #22 holding.
- KDK Private Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 4 quarters since.
- 1,165 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.
Based on KDK Private Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.