KPP Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

KPP Advisory 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	$372K	Sell	2,383 -150	-6%	-$23.1K	0.05%	271
2026 Q1	$384K	Sell	2,533 -50	-2%	-$7.55K	0.06%	250
2025 Q4	$365K	Sell	2,583 -5	-0.2%	-$706	0.05%	243
2025 Q3	$368K	Hold	2,588	–	–	0.05%	246
2025 Q2	$344K	Hold	2,588	–	–	0.06%	235
2025 Q1	$348K	Sell	2,588 -150	-5%	-$20.1K	0.07%	226
2024 Q4	$359K	Buy	2,738 +1,065	+64%	+$145K	0.08%	173
2024 Q3	$226K	Sell	1,673 -150	-8%	-$19.4K	0.05%	233
2024 Q2	$221K	Hold	1,823	–	–	0.06%	223
2024 Q1	$225K	Buy	1,823 +23	+1%	+$2.69K	0.06%	222
2023 Q4	$211K	Sell	1,800 -173	-9%	-$19K	0.19%	118
2023 Q3	$212K	Buy	+1,973	New	+$224K	0.07%	193

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

KPP Advisory Services's DVY Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares Select Dividend ETF (DVY) stake by 5.9% in Q2 2026, selling an estimated $23.1K and leaving 2,383 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #271.

KPP Advisory Services first reported a position in DVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $384K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

KPP Advisory Services held 2,383 shares of iShares Select Dividend ETF worth $372K as of Q2 2026.
KPP Advisory Services sold 150 iShares Select Dividend ETF shares in Q2 2026, an estimated $23.1K.
iShares Select Dividend ETF made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #271 holding.
KPP Advisory Services first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's iShares Select Dividend ETF position peaked at $384K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.