Ken Fisher’s iShares Select Dividend ETF DVY Stock Holding History

Ken Fisher’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	$546K	Buy	+3,607	New	+$545K	﹤0.01%	770
2025 Q3	–	Sell	-1,751	Closed	-$233K	–	1032
2025 Q2	$233K	Buy	1,751 +164	+10%	+$21.2K	﹤0.01%	940
2025 Q1	$213K	Buy	+1,587	New	+$213K	﹤0.01%	969
2024 Q2	–	Sell	-1,778	Closed	-$219K	–	1001
2024 Q1	$219K	Sell	1,778 -2,339	-57%	-$274K	﹤0.01%	922
2023 Q4	$483K	Buy	+4,117	New	+$453K	﹤0.01%	781
2023 Q1	–	Sell	-1,953	Closed	-$236K	–	1151
2022 Q4	$236K	Buy	+1,953	New	+$231K	﹤0.01%	953
2022 Q3	–	Sell	-1,709	Closed	-$201K	–	950
2022 Q2	$201K	Buy	+1,709	New	+$214K	﹤0.01%	863
2021 Q1	–	Sell	-2,355	Closed	-$227K	–	929
2020 Q4	$227K	Buy	+2,355	New	+$214K	﹤0.01%	848
2019 Q2	–	Sell	-2,139	Closed	-$210K	–	846
2019 Q1	$210K	Buy	+2,139	New	+$205K	﹤0.01%	761
2018 Q2	–	Sell	-3,277	Closed	-$312K	–	816
2018 Q1	$312K	Sell	3,277 -123	-4%	-$12K	﹤0.01%	669
2017 Q4	$335K	Buy	+3,400	New	+$327K	﹤0.01%	712
2017 Q2	–	Sell	-5,720	Closed	-$521K	–	764
2017 Q1	$521K	Buy	+5,720	New	+$518K	﹤0.01%	557
2016 Q4	–	Sell	-2,623	Closed	-$225K	–	741
2016 Q3	$225K	Buy	+2,623	New	+$226K	﹤0.01%	665

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

Ken Fisher's DVY Position: Q1 2026 in Review

Ken Fisher opened a new position in iShares Select Dividend ETF (DVY) in Q1 2026: 3,607 shares worth $546K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Ken Fisher previously reported a position in DVY as recently as Q2 2025.

Ken Fisher first reported a position in DVY in Q3 2016 and has held it in 13 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Ken Fisher held 3,607 shares of iShares Select Dividend ETF worth $546K as of Q1 2026.
iShares Select Dividend ETF was a new Ken Fisher position in Q1 2026.
iShares Select Dividend ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #770 holding.
Ken Fisher first reported a position in iShares Select Dividend ETF in Q3 2016 and has held it in 13 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.