KWAG
DVY icon

Kiely Wealth Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$250K Sell
1,859
-760
-29% -$104K 0.16% 53
2024
Q3 		$362K Sell
2,619
-60
-2% -$7.76K 0.23% 33
2024
Q2 		$338K Sell
2,679
-14
-0.5% -$1.7K 0.19% 28
2024
Q1 		$325K Hold
2,693
– – 0.19% 28
2023
Q4 		$315K Buy
+2,693
New +$296K 0.18% 30

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kiely Wealth Advisory Group's DVY Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its iShares Select Dividend ETF (DVY) stake by 29% in Q4 2024, selling an estimated $104K and leaving 1,859 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #53.

Kiely Wealth Advisory Group first reported a position in DVY in Q4 2023 and has held it in 5 quarters since. The position peaked at $362K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,859 shares of iShares Select Dividend ETF worth $250K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 760 iShares Select Dividend ETF shares in Q4 2024, an estimated $104K.
  • iShares Select Dividend ETF made up 0.16% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #53 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares Select Dividend ETF position peaked at $362K in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.