KW
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KWB Wealth’s iShares Select Dividend ETF DVY Stock Holding History

KWB Wealth’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 		$261K Hold
1,670
– – 0.02% 156
2026
Q1 		$236K Hold
1,670
– – 0.02% 150
2025
Q4 		$236K Buy
+1,670
New +$236K 0.02% 162

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWB Wealth's DVY Position: Q2 2026 in Review

KWB Wealth held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,670 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #156.

KWB Wealth first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • KWB Wealth held 1,670 shares of iShares Select Dividend ETF worth $261K as of Q2 2026.
  • KWB Wealth left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.02% of KWB Wealth's portfolio in Q2 2026, its #156 holding.
  • KWB Wealth first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.