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KFA Private Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

KFA Private Wealth 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
2025
Q4 		– Sell
-1,988
Closed -$282K – 152
2025
Q3 		$282K Sell
1,988
-1
-0.1% -$138 0.08% 116
2025
Q2 		$264K Sell
1,989
-4
-0.2% -$518 0.08% 114
2025
Q1 		$268K Buy
+1,993
New +$267K 0.09% 92

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFA Private Wealth Group's DVY Position: Q4 2025 in Review

KFA Private Wealth Group sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 1,988 shares — an estimated $282K sold.

KFA Private Wealth Group first reported a position in DVY in Q1 2025 and held it in 3 quarters. The position peaked at $282K in Q3 2025. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

  • KFA Private Wealth Group reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • KFA Private Wealth Group sold 1,988 iShares Select Dividend ETF shares in Q4 2025, an estimated $282K.
  • KFA Private Wealth Group first reported a position in iShares Select Dividend ETF in Q1 2025 and held it in 3 quarters.
  • KFA Private Wealth Group's iShares Select Dividend ETF position peaked at $282K in Q3 2025.
  • 1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on KFA Private Wealth Group's 13F filing for Q4 2025, filed 7 Jan 2026.