Key Financial Inc’s iShares Select Dividend ETF DVY Stock Holding History

Key Financial Inc’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	$130K	Buy	857 +210	+32%	+$31.7K	0.02%	361
2025 Q4	$91.3K	Hold	647	–	–	0.02%	411
2025 Q3	$92.1K	Sell	647 -117	-15%	-$16.2K	0.02%	408
2025 Q2	$101K	Hold	764	–	–	0.02%	384
2025 Q1	$103K	Hold	764	–	–	0.02%	354
2024 Q4	$100K	Sell	764 -139	-15%	-$18.9K	0.02%	352
2024 Q3	$122K	Sell	903 -100	-10%	-$12.9K	0.03%	322
2024 Q2	$121K	Sell	1,003 -345	-26%	-$41.9K	0.03%	303
2024 Q1	$166K	Buy	1,348 +537	+66%	+$62.9K	0.04%	250
2023 Q4	$95.1K	Hold	811	–	–	0.03%	319
2023 Q3	$87.3K	Hold	811	–	–	0.03%	322
2023 Q2	$91.9K	Sell	811 -62	-7%	-$7.06K	0.03%	315
2023 Q1	$102K	Sell	873 -55	-6%	-$6.65K	0.04%	275
2022 Q4	$99.5K	Hold	928	–	–	0.05%	242
2022 Q3	$100K	Hold	928	–	–	0.05%	245
2022 Q2	$111K	Buy	928 +62	+7%	+$7.76K	0.06%	225
2022 Q1	$111K	Hold	866	–	–	0.06%	234
2021 Q4	$106K	Hold	866	–	–	0.05%	220
2021 Q3	$99K	Hold	866	–	–	0.06%	224
2021 Q2	$100K	Buy	866 +509	+143%	+$60.5K	0.06%	230
2021 Q1	$41K	Buy	357 +46	+15%	+$4.86K	0.03%	306
2020 Q4	$30K	Buy	+311	New	+$28.2K	0.02%	320
2020 Q2	–	Sell	-216	Closed	-$16K	–	224
2020 Q1	$16K	Buy	+216	New	+$20.6K	0.02%	347

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

Key Financial Inc's DVY Position: Q1 2026 in Review

Key Financial Inc increased its iShares Select Dividend ETF (DVY) stake by 32% in Q1 2026, buying an estimated $31.7K and bringing the position to 857 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #361.

Key Financial Inc first reported a position in DVY in Q1 2020 and has held it in 23 quarters since. The position peaked at $166K in Q1 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Key Financial Inc held 857 shares of iShares Select Dividend ETF worth $130K as of Q1 2026.
Key Financial Inc bought 210 iShares Select Dividend ETF shares in Q1 2026, an estimated $31.7K.
iShares Select Dividend ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #361 holding.
Key Financial Inc first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's iShares Select Dividend ETF position peaked at $166K in Q1 2024.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.