Kerntke Otto McGlone Wealth Management Group’s iShares Select Dividend ETF DVY Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q2	$263K	Buy	1,684 +111	+7%	+$17.1K	0.16%	82
2026 Q1	$238K	Sell	1,573 -23	-1%	-$3.47K	0.16%	78
2025 Q4	$225K	Buy	1,596 +17	+1%	+$2.4K	0.16%	78
2025 Q3	$224K	Buy	1,579 +5	+0.3%	+$692	0.17%	77
2025 Q2	$209K	Buy	1,574 +43	+3%	+$5.57K	0.17%	84
2025 Q1	$206K	Sell	1,531 -12	-0.8%	-$1.61K	0.18%	78
2024 Q4	$203K	Buy	1,543 +16	+1%	+$2.18K	0.15%	77
2024 Q3	$206K	Buy	+1,527	New	+$197K	0.17%	76
2023 Q1	–	Sell	-1,557	Closed	-$188K	–	70
2022 Q4	$188K	Buy	+1,557	New	+$184K	0.22%	63
2021 Q3	–	Sell	-1,778	Closed	-$207K	–	63
2021 Q2	$207K	Buy	+1,778	New	+$211K	0.08%	121

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's DVY Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its iShares Select Dividend ETF (DVY) stake by 7.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,684 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #82.

Kerntke Otto McGlone Wealth Management Group first reported a position in DVY in Q2 2021 and has held it in 10 quarters since. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 1,684 shares of iShares Select Dividend ETF worth $263K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 111 iShares Select Dividend ETF shares in Q2 2026, an estimated $17.1K.
iShares Select Dividend ETF made up 0.16% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #82 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Select Dividend ETF in Q2 2021 and has held it in 10 quarters since.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.