Kovitz Investment Group Partners
DVY icon

Kovitz Investment Group Partners’s iShares Select Dividend ETF DVY Stock Holding History

Kovitz Investment Group Partners’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 		$7.16M Buy
47,269
+2,259
+5% +$341K 0.17% 117
2025
Q4 		$6.35M Sell
45,010
-29,385
-39% -$4.15M 0.14% 129
2025
Q3 		$10.6M Buy
74,395
+37,651
+102% +$5.21M 0.04% 317
2025
Q2 		$4.88M Sell
36,744
-34,884
-49% -$4.52M 0.02% 452
2025
Q1 		$9.62M Buy
71,628
+24,370
+52% +$3.27M 0.05% 278
2024
Q4 		$6.23M Sell
47,258
-21,313
-31% -$2.9M 0.03% 358
2024
Q3 		$7.34M Buy
68,571
+13,950
+26% +$1.8M 0.05% 279
2024
Q2 		$6.62M Buy
54,621
+46,097
+541% +$5.6M 0.06% 243
2024
Q1 		$1.05M Buy
8,524
+4,614
+118% +$540K 0.01% 403
2023
Q4 		$458K Sell
3,910
-108
-3% -$11.9K 0.01% 337
2023
Q3 		$432K Sell
4,018
-60
-1% -$6.82K 0.01% 339
2023
Q2 		$462K Sell
4,078
-1,224
-23% -$139K 0.01% 345
2023
Q1 		$621K Buy
5,302
+250
+5% +$30.2K 0.01% 327
2022
Q4 		$609K Hold
5,052
– – 0.01% 326
2022
Q3 		$542K Hold
5,052
– – 0.01% 319
2022
Q2 		$594K Hold
5,052
– – 0.01% 326
2022
Q1 		$647K Buy
+5,052
New +$631K 0.01% 324
2021
Q4 		– Sell
-5,191
Closed -$596K – 420
2021
Q3 		$596K Buy
+5,191
New +$607K 0.01% 340
2021
Q2 		– Sell
-2,007
Closed -$229K – 429
2021
Q1 		$229K Buy
+2,007
New +$212K 0.01% 388

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $202B AUM 37.79% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's DVY Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares Select Dividend ETF (DVY) stake by 5% in Q1 2026, buying an estimated $341K and bringing the position to 47,269 shares worth $7.16M. The position accounts for 0.17% of the portfolio, ranked #117.

Kovitz Investment Group Partners first reported a position in DVY in Q1 2021 and has held it in 19 quarters since. The position peaked at $10.6M in Q3 2025. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Kovitz Investment Group Partners held 47,269 shares of iShares Select Dividend ETF worth $7.16M as of Q1 2026.
  • Kovitz Investment Group Partners bought 2,259 iShares Select Dividend ETF shares in Q1 2026, an estimated $341K.
  • iShares Select Dividend ETF made up 0.17% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #117 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 19 quarters since.
  • Kovitz Investment Group Partners's iShares Select Dividend ETF position peaked at $10.6M in Q3 2025.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.