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

Keystone 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	$691K	Buy	4,421 +1	+0%	+$154	0.13%	164
2026 Q1	$669K	Sell	4,420 -148	-3%	-$22.4K	0.14%	159
2025 Q4	$645K	Sell	4,568 -66	-1%	-$9.32K	0.14%	121
2025 Q3	$658K	Sell	4,634 -81	-2%	-$11.2K	0.14%	151
2025 Q2	$626K	Buy	4,715 +67	+1%	+$8.68K	0.15%	153
2025 Q1	$624K	Sell	4,648 -4	-0.1%	-$536	0.17%	129
2024 Q4	$611K	Sell	4,652 -7	-0.2%	-$954	0.16%	126
2024 Q3	$629K	Buy	4,659 +3	+0.1%	+$388	0.17%	119
2024 Q2	$563K	Buy	4,656 +1	+0%	+$121	0.18%	124
2024 Q1	$573K	Sell	4,655 -38	-0.8%	-$4.45K	0.19%	117
2023 Q4	$550K	Sell	4,693 -33	-0.7%	-$3.63K	0.19%	116
2023 Q3	$509K	Sell	4,726 -1	-0%	-$114	0.19%	115
2023 Q2	$536K	Sell	4,727 -99	-2%	-$11.3K	0.2%	110
2023 Q1	$566K	Sell	4,826 -148	-3%	-$17.9K	0.23%	101
2022 Q4	$600K	Buy	4,974 +706	+17%	+$83.5K	0.26%	88
2022 Q3	$458K	Hold	4,268	–	–	0.22%	92
2022 Q2	$502K	Buy	4,268 +625	+17%	+$78.2K	0.22%	90
2022 Q1	$467K	Hold	3,643	–	–	0.19%	102
2021 Q4	$447K	Buy	+3,643	New	+$434K	0.18%	100

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 22.96% 1-Year Est. Return

Keystone Wealth Services's DVY Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares Select Dividend ETF (DVY) stake by 0.02% in Q2 2026, buying an estimated $154 and bringing the position to 4,421 shares worth $691K. The position accounts for 0.13% of the portfolio, ranked #164.

Keystone Wealth Services first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Keystone Wealth Services held 4,421 shares of iShares Select Dividend ETF worth $691K as of Q2 2026.
Keystone Wealth Services bought 1 iShares Select Dividend ETF share in Q2 2026, an estimated $154.
iShares Select Dividend ETF made up 0.13% of Keystone Wealth Services's portfolio in Q2 2026, its #164 holding.
Keystone Wealth Services first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.