Kingswood Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Kingswood Wealth Advisors’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	$10.3M	Buy	66,042 +3,084	+5%	+$475K	0.42%	44
2026 Q1	$9.53M	Buy	62,958 +1,867	+3%	+$282K	0.45%	41
2025 Q4	$8.62M	Buy	61,091 +2,381	+4%	+$336K	0.42%	43
2025 Q3	$8.34M	Buy	58,710 +1,894	+3%	+$262K	0.5%	32
2025 Q2	$7.55M	Buy	56,816 +27,218	+92%	+$3.52M	0.6%	24
2025 Q1	$3.97M	Sell	29,598 -13,699	-32%	-$1.84M	0.36%	59
2024 Q4	$5.68M	Buy	43,297 +22,826	+112%	+$3.11M	0.43%	40
2024 Q3	$2.76M	Sell	20,471 -1,486	-7%	-$192K	0.2%	119
2024 Q2	$2.66M	Buy	21,957 +10,662	+94%	+$1.29M	0.24%	93
2024 Q1	$1.39M	Buy	11,295 +148	+1%	+$17.3K	0.16%	150
2023 Q4	$1.31M	Buy	+11,147	New	+$1.23M	0.15%	158
2023 Q3	–	Sell	-6,469	Closed	-$733K	–	440
2023 Q2	$733K	Buy	+6,469	New	+$737K	0.23%	103

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

Kingswood Wealth Advisors's DVY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 4.9% in Q2 2026, buying an estimated $475K and bringing the position to 66,042 shares worth $10.3M. The position accounts for 0.42% of the portfolio, ranked #44.

Kingswood Wealth Advisors first reported a position in DVY in Q2 2023 and has held it in 12 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Kingswood Wealth Advisors held 66,042 shares of iShares Select Dividend ETF worth $10.3M as of Q2 2026.
Kingswood Wealth Advisors bought 3,084 iShares Select Dividend ETF shares in Q2 2026, an estimated $475K.
iShares Select Dividend ETF made up 0.42% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Kingswood Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2023 and has held it in 12 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.