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Kohmann Bosshard Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Kohmann Bosshard Financial Services’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 		$1.26M Sell
8,039
-395
-5% -$60.8K 0.11% 70
2026
Q1 		$1.28M Sell
8,434
-265
-3% -$40K 0.12% 67
2025
Q4 		$1.23M Hold
8,699
– – 0.11% 81
2025
Q3 		$1.24M Hold
8,699
– – 0.13% 72
2025
Q2 		$1.16M Hold
8,699
– – 0.13% 70
2025
Q1 		$1.17M Sell
8,699
-525
-6% -$70.4K 0.14% 69
2024
Q4 		$1.21M Sell
9,224
-620
-6% -$84.5K 0.15% 70
2024
Q3 		$1.33M Hold
9,844
– – 0.17% 66
2024
Q2 		$1.19M Hold
9,844
– – 0.16% 68
2024
Q1 		$1.21M Hold
9,844
– – 0.17% 74
2023
Q4 		$1.15M Sell
9,844
-36
-0.4% -$3.96K 0.18% 72
2023
Q3 		$1.06M Buy
9,880
+140
+1% +$15.9K 0.18% 70
2023
Q2 		$1.1M Sell
9,740
-138
-1% -$15.7K 0.19% 69
2023
Q1 		$1.16M Hold
9,878
– – 0.22% 66
2022
Q4 		$1.19M Sell
9,878
-128
-1% -$15.1K 0.24% 62
2022
Q3 		$1.07M Hold
10,006
– – 0.24% 58
2022
Q2 		$1.18M Hold
10,006
– – 0.26% 51
2022
Q1 		$1.28M Hold
10,006
– – 0.25% 51
2021
Q4 		$1.23M Sell
10,006
-690
-6% -$82.2K 0.25% 51
2021
Q3 		$1.23M Sell
10,696
-85
-0.8% -$9.94K 0.27% 47
2021
Q2 		$1.26M Hold
10,781
– – 0.29% 46
2021
Q1 		$1.23M Sell
10,781
-22
-0.2% -$2.33K 0.33% 44
2020
Q4 		$1.04M Hold
10,803
– – 0.32% 48
2020
Q3 		$881K Sell
10,803
-917
-8% -$76.5K 0.32% 48
2020
Q2 		$947K Sell
11,720
-365
-3% -$29.2K 0.35% 46
2020
Q1 		$889K Buy
12,085
+22
+0.2% +$2.1K 0.39% 45
2019
Q4 		$1.27M Hold
12,063
– – 0.47% 31
2019
Q3 		$1.23M Sell
12,063
-160
-1% -$16K 0.48% 31
2019
Q2 		$1.22M Sell
12,223
-180
-1% -$17.8K 0.51% 31
2019
Q1 		$1.22M Sell
12,403
-910
-7% -$87.2K 0.58% 30
2018
Q4 		$1.19M Sell
13,313
-273
-2% -$26.1K 0.64% 30
2018
Q3 		$1.35M Buy
13,586
+325
+2% +$32.6K 0.67% 28
2018
Q2 		$1.3M Sell
13,261
-179
-1% -$17.4K 0.73% 26
2018
Q1 		$1.28M Buy
13,440
+2,500
+23% +$244K 0.76% 25
2017
Q4 		$1.08M Sell
10,940
-150
-1% -$14.4K 0.69% 27
2017
Q3 		$1.04M Buy
+11,090
New +$1.03M 0.73% 27
2017
Q1 		$1.01M Hold
11,130
– – 0.86% 27
2016
Q4 		$1M Buy
+11,130
New +$959K 0.93% 28

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Kohmann Bosshard Financial Services's DVY Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its iShares Select Dividend ETF (DVY) stake by 4.7% in Q2 2026, selling an estimated $60.8K and leaving 8,039 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #70.

Kohmann Bosshard Financial Services first reported a position in DVY in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.35M in Q3 2018. 504 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Kohmann Bosshard Financial Services held 8,039 shares of iShares Select Dividend ETF worth $1.26M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 395 iShares Select Dividend ETF shares in Q2 2026, an estimated $60.8K.
  • iShares Select Dividend ETF made up 0.11% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #70 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 38 quarters since.
  • Kohmann Bosshard Financial Services's iShares Select Dividend ETF position peaked at $1.35M in Q3 2018.
  • 504 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.