Koesten Hirschmann & Crabtree’s iShares Select Dividend ETF DVY Stock Holding History

Koesten Hirschmann & Crabtree’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	-178	Closed	-$25.4K	–	94
2025 Q3	$25.4K	Sell	178 -75	-30%	-$10.4K	0.01%	111
2025 Q2	$33.6K	Buy	253 +2	+0.8%	+$259	0.02%	98
2025 Q1	$33.7K	Buy	251 +1	+0.4%	+$134	0.02%	99
2024 Q4	$32.8K	Buy	250 +5	+2%	+$681	0.02%	99
2024 Q3	$33.1K	Sell	245 -296	-55%	-$38.3K	0.02%	97
2024 Q2	$66.6K	Hold	541	–	–	0.04%	74
2024 Q1	$66.6K	Buy	541 +2	+0.4%	+$234	0.04%	74
2023 Q4	$63.2K	Buy	539 +6	+1%	+$660	0.04%	62
2023 Q3	$57.4K	Sell	533 -1	-0.2%	-$114	0.05%	51
2023 Q2	$60.5K	Buy	534 +2	+0.4%	+$228	0.05%	52
2023 Q1	$62.4K	Buy	532 +1	+0.2%	+$121	0.05%	53
2022 Q4	$64K	Buy	+531	New	+$62.8K	0.05%	56

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Koesten Hirschmann & Crabtree's DVY Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 178 shares — an estimated $25.4K sold.

Koesten Hirschmann & Crabtree first reported a position in DVY in Q4 2022 and held it in 12 quarters. The position peaked at $66.6K in Q2 2024. 1,388 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 178 iShares Select Dividend ETF shares in Q4 2025, an estimated $25.4K.
Koesten Hirschmann & Crabtree first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares Select Dividend ETF position peaked at $66.6K in Q2 2024.
1,388 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.