Kestra Private Wealth Services’s iShares Select Dividend ETF DVY Stock Holding History

Kestra Private Wealth Services’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	$1.64M	Buy	10,509 +1,248	+13%	+$192K	0.02%	662
2026 Q1	$1.4M	Buy	9,261 +874	+10%	+$132K	0.02%	684
2025 Q4	$1.18M	Buy	8,387 +904	+12%	+$128K	0.01%	735
2025 Q3	$1.06M	Sell	7,483 -267	-3%	-$37K	0.01%	749
2025 Q2	$1.03M	Buy	7,750 +12	+0.2%	+$1.55K	0.01%	737
2025 Q1	$1.04M	Buy	7,738 +628	+9%	+$84.2K	0.02%	665
2024 Q4	$933K	Sell	7,110 -364	-5%	-$49.6K	0.02%	674
2024 Q3	$1.01M	Sell	7,474 -23	-0.3%	-$2.97K	0.02%	615
2024 Q2	$907K	Sell	7,497 -1,105	-13%	-$134K	0.02%	606
2024 Q1	$1.06M	Sell	8,602 -527	-6%	-$61.7K	0.02%	539
2023 Q4	$1.07M	Buy	9,129 +209	+2%	+$23K	0.03%	509
2023 Q3	$960K	Buy	8,920 +857	+11%	+$97.5K	0.03%	478
2023 Q2	$914K	Buy	8,063 +806	+11%	+$91.8K	0.03%	470
2023 Q1	$850K	Sell	7,257 -466	-6%	-$56.4K	0.03%	455
2022 Q4	$931K	Sell	7,723 -611	-7%	-$72.3K	0.05%	384
2022 Q3	$894K	Buy	8,334 +715	+9%	+$85.7K	0.05%	355
2022 Q2	$897K	Sell	7,619 -299	-4%	-$37.4K	0.05%	365
2022 Q1	$1.01M	Buy	7,918 +592	+8%	+$74K	0.05%	377
2021 Q4	$898K	Buy	7,326 +1,656	+29%	+$197K	0.04%	415
2021 Q3	$650K	Buy	5,670 +354	+7%	+$41.4K	0.04%	474
2021 Q2	$620K	Buy	5,316 +336	+7%	+$40K	0.04%	452
2021 Q1	$568K	Buy	4,980 +746	+18%	+$78.8K	0.04%	424
2020 Q4	$404K	Buy	4,234 +1,054	+33%	+$95.7K	0.03%	480
2020 Q3	$259K	Buy	+3,180	New	+$265K	0.02%	530

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kestra Private Wealth Services's DVY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares Select Dividend ETF (DVY) stake by 13% in Q2 2026, buying an estimated $192K and bringing the position to 10,509 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #662.

Kestra Private Wealth Services first reported a position in DVY in Q3 2020 and has held it in 24 quarters since. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Kestra Private Wealth Services held 10,509 shares of iShares Select Dividend ETF worth $1.64M as of Q2 2026.
Kestra Private Wealth Services bought 1,248 iShares Select Dividend ETF shares in Q2 2026, an estimated $192K.
iShares Select Dividend ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #662 holding.
Kestra Private Wealth Services first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 24 quarters since.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.