KFG Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

KFG 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	$400K	Sell	2,561 -1,623	-39%	-$250K	0.05%	155
2026 Q1	$634K	Buy	4,184 +6	+0.1%	+$906	0.08%	110
2025 Q4	$590K	Sell	4,178 -45	-1%	-$6.36K	0.08%	115
2025 Q3	$600K	Sell	4,223 -69	-2%	-$9.56K	0.09%	112
2025 Q2	$570K	Sell	4,292 -750	-15%	-$97.1K	0.09%	118
2025 Q1	$677K	Sell	5,042 -60	-1%	-$8.04K	0.12%	97
2024 Q4	$670K	Sell	5,102 -194	-4%	-$26.4K	0.13%	91
2024 Q3	$715K	Hold	5,296	–	–	0.16%	88
2024 Q2	$641K	Sell	5,296 -45	-0.8%	-$5.46K	0.25%	73
2024 Q1	$658K	Buy	5,341 +235	+5%	+$27.5K	0.27%	71
2023 Q4	$599K	Sell	5,106 -271	-5%	-$29.8K	0.27%	63
2023 Q3	$579K	Buy	5,377 +300	+6%	+$34.1K	0.31%	60
2023 Q2	$575K	Hold	5,077	–	–	0.34%	51
2023 Q1	$604K	Buy	5,077 +56	+1%	+$6.77K	0.42%	37
2022 Q4	$606K	Buy	+5,021	New	+$594K	0.62%	34

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

KFG Wealth Management's DVY Position: Q2 2026 in Review

KFG Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 39% in Q2 2026, selling an estimated $250K and leaving 2,561 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #155.

KFG Wealth Management first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $715K in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

KFG Wealth Management held 2,561 shares of iShares Select Dividend ETF worth $400K as of Q2 2026.
KFG Wealth Management sold 1,623 iShares Select Dividend ETF shares in Q2 2026, an estimated $250K.
iShares Select Dividend ETF made up 0.05% of KFG Wealth Management's portfolio in Q2 2026, its #155 holding.
KFG Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
KFG Wealth Management's iShares Select Dividend ETF position peaked at $715K in Q3 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.