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

Kingsview 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 Q1	$679K	Buy	4,481 +18	+0.4%	+$2.72K	0.01%	798
2025 Q4	$630K	Buy	4,463 +69	+2%	+$9.75K	0.01%	775
2025 Q3	$624K	Buy	4,394 +3	+0.1%	+$415	0.01%	738
2025 Q2	$583K	Buy	4,391 +4	+0.1%	+$518	0.01%	721
2025 Q1	$589K	Buy	4,387 +39	+0.9%	+$5.23K	0.01%	679
2024 Q4	$571K	Sell	4,348 -4,500	-51%	-$613K	0.01%	701
2024 Q3	$1.2M	Buy	8,848 +5	+0.1%	+$646	0.03%	491
2024 Q2	$1.07M	Sell	8,843 -142	-2%	-$17.2K	0.03%	498
2024 Q1	$1.11M	Sell	8,985 -120	-1%	-$14.1K	0.03%	474
2023 Q4	$1.07M	Sell	9,105 -282	-3%	-$31K	0.03%	451
2023 Q3	$1.01M	Sell	9,387 -17	-0.2%	-$1.93K	0.04%	432
2023 Q2	$1.07M	Sell	9,404 -219	-2%	-$24.9K	0.04%	390
2023 Q1	$1.13M	Hold	9,623	–	–	0.05%	361
2022 Q4	$1.16M	Sell	9,623 -1,323	-12%	-$157K	0.05%	319
2022 Q3	$1.17M	Sell	10,946 -132	-1%	-$15.8K	0.06%	300
2022 Q2	$1.3M	Buy	11,078 +6,580	+146%	+$824K	0.06%	297
2022 Q1	$576K	Sell	4,498 -4,385	-49%	-$548K	0.03%	539
2021 Q4	$1.09M	Buy	8,883 +39	+0.4%	+$4.65K	0.05%	371
2021 Q3	$1.01M	Hold	8,844	–	–	0.05%	374
2021 Q2	$1.04M	Buy	8,844 +43	+0.5%	+$5.11K	0.05%	370
2021 Q1	$1.01M	Buy	8,801 +553	+7%	+$58.4K	0.06%	327
2020 Q4	$793K	Sell	8,248 -1,486	-15%	-$135K	0.06%	332
2020 Q3	$794K	Sell	9,734 -525	-5%	-$43.8K	0.07%	270
2020 Q2	$828K	Hold	10,259	–	–	0.08%	235
2020 Q1	$754K	Buy	10,259 +202	+2%	+$19.3K	0.1%	214
2019 Q4	$1.06M	Buy	10,057 +13	+0.1%	+$1.34K	0.13%	184
2019 Q3	$1.02M	Buy	10,044 +779	+8%	+$77.7K	0.16%	158
2019 Q2	$922K	Buy	9,265 +5,185	+127%	+$512K	0.15%	161
2019 Q1	$401K	Buy	+4,080	New	+$391K	0.06%	300

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

Kingsview Wealth Management's DVY Position: Q1 2026 in Review

Kingsview Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.4% in Q1 2026, buying an estimated $2.72K and bringing the position to 4,481 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #798.

Kingsview Wealth Management first reported a position in DVY in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.3M in Q2 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Kingsview Wealth Management held 4,481 shares of iShares Select Dividend ETF worth $679K as of Q1 2026.
Kingsview Wealth Management bought 18 iShares Select Dividend ETF shares in Q1 2026, an estimated $2.72K.
iShares Select Dividend ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #798 holding.
Kingsview Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 29 quarters since.
Kingsview Wealth Management's iShares Select Dividend ETF position peaked at $1.3M in Q2 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.