Keudell/Morrison Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Keudell/Morrison Wealth Management’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	$1.32M	Buy	8,437 +7	+0.1%	+$1.08K	0.25%	66
2026 Q1	$1.28M	Sell	8,430 -19	-0.2%	-$2.87K	0.26%	61
2025 Q4	$1.19M	Buy	+8,449	New	+$1.19M	0.25%	63
2025 Q2	$1.09M	Buy	8,224 +79	+1%	+$10.2K	0.24%	61
2025 Q1	$1.09M	Hold	8,145	–	–	0.26%	60
2024 Q4	$1.07M	Hold	8,145	–	–	0.28%	62
2024 Q3	$1.1M	Sell	8,145 -10	-0.1%	-$1.29K	0.3%	60
2024 Q2	$987K	Hold	8,155	–	–	0.29%	62
2024 Q1	$1M	Hold	8,155	–	–	0.3%	61
2023 Q4	$956K	Hold	8,155	–	–	0.32%	61
2023 Q3	$878K	Hold	8,155	–	–	0.27%	63
2023 Q2	$924K	Hold	8,155	–	–	0.27%	62
2023 Q1	$956K	Sell	8,155 -140	-2%	-$16.9K	0.28%	59
2022 Q4	$1M	Hold	8,295	–	–	0.32%	56
2022 Q3	$889K	Hold	8,295	–	–	0.33%	59
2022 Q2	$976K	Sell	8,295 -30	-0.4%	-$3.75K	0.35%	61
2022 Q1	$1.07M	Buy	8,325 +200	+2%	+$25K	0.45%	59
2021 Q4	$996K	Buy	8,125 +200	+3%	+$23.8K	0.39%	59
2021 Q3	$909K	Buy	7,925 +120	+2%	+$14K	0.39%	62
2021 Q2	$910K	Buy	7,805 +1,180	+18%	+$140K	0.5%	60
2021 Q1	$756K	Sell	6,625 -25	-0.4%	-$2.64K	0.44%	70
2020 Q4	$640K	Buy	6,650 +2,500	+60%	+$227K	0.41%	75
2020 Q3	$338K	Hold	4,150	–	–	0.22%	107
2020 Q2	$335K	Buy	4,150 +300	+8%	+$24K	0.28%	104
2020 Q1	$283K	Buy	3,850 +1,300	+51%	+$124K	0.28%	107
2019 Q4	$269K	Buy	2,550 +400	+19%	+$41.2K	0.19%	122
2019 Q3	$219K	Buy	+2,150	New	+$214K	0.18%	135

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

ONB

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Keudell/Morrison Wealth Management's DVY Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.08% in Q2 2026, buying an estimated $1.08K and bringing the position to 8,437 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #66.

Keudell/Morrison Wealth Management first reported a position in DVY in Q3 2019 and has held it in 27 quarters since. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Keudell/Morrison Wealth Management held 8,437 shares of iShares Select Dividend ETF worth $1.32M as of Q2 2026.
Keudell/Morrison Wealth Management bought 7 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.08K.
iShares Select Dividend ETF made up 0.25% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #66 holding.
Keudell/Morrison Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 27 quarters since.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.