MKA
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M. Kulyk & Associates’s iShares Select Dividend ETF DVY Stock Holding History

M. Kulyk & Associates’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 		$489K Sell
3,228
-130
-4% -$19.6K 0.09% 74
2025
Q4 		$474K Buy
3,358
+3
+0.1% +$424 0.09% 70
2025
Q3 		$477K Sell
3,355
-14
-0.4% -$1.94K 0.1% 65
2025
Q2 		$447K Sell
3,369
-1,397
-29% -$181K 0.1% 70
2025
Q1 		$640K Sell
4,766
-420
-8% -$56.3K 0.15% 63
2024
Q4 		$681K Sell
5,186
-11
-0.2% -$1.5K 0.15% 64
2024
Q3 		$702K Sell
5,197
-8
-0.2% -$1.03K 0.14% 61
2024
Q2 		$630K Sell
5,205
-1,083
-17% -$131K 0.15% 62
2024
Q1 		$775K Buy
6,288
+2
+0% +$234 0.18% 58
2023
Q4 		$737K Sell
6,286
-27
-0.4% -$2.97K 0.17% 63
2023
Q3 		$680K Sell
6,313
-1,792
-22% -$204K 0.19% 60
2023
Q2 		$918K Sell
8,105
-733
-8% -$83.5K 0.26% 59
2023
Q1 		$1.04M Sell
8,838
-134
-1% -$16.2K 0.31% 57
2022
Q4 		$1.08M Buy
8,972
+1
+0% +$118 0.36% 55
2022
Q3 		$962K Buy
8,971
+1
+0% +$120 0.33% 57
2022
Q2 		$1.05M Buy
8,970
+1
+0% +$125 0.33% 51
2022
Q1 		$1.15M Sell
8,969
-139
-2% -$17.4K 0.31% 51
2021
Q4 		$1.12M Sell
9,108
-162
-2% -$19.3K 0.29% 48
2021
Q3 		$1.06M Buy
9,270
+1
+0% +$117 0.34% 44
2021
Q2 		$1.08M Sell
9,269
-270
-3% -$32.1K 0.39% 42
2021
Q1 		$1.09M Sell
9,539
-3,001
-24% -$317K 0.41% 44
2020
Q4 		$1.21M Buy
+12,540
New +$1.14M 0.67% 39

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 $173B AUM 20.72% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $374B AUM 17.66% 1-Year Est. Return

M. Kulyk & Associates's DVY Position: Q1 2026 in Review

M. Kulyk & Associates reduced its iShares Select Dividend ETF (DVY) stake by 3.9% in Q1 2026, selling an estimated $19.6K and leaving 3,228 shares worth $489K. The position accounts for 0.09% of the portfolio, ranked #74.

M. Kulyk & Associates first reported a position in DVY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q4 2020. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • M. Kulyk & Associates held 3,228 shares of iShares Select Dividend ETF worth $489K as of Q1 2026.
  • M. Kulyk & Associates sold 130 iShares Select Dividend ETF shares in Q1 2026, an estimated $19.6K.
  • iShares Select Dividend ETF made up 0.09% of M. Kulyk & Associates's portfolio in Q1 2026, its #74 holding.
  • M. Kulyk & Associates first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 22 quarters since.
  • M. Kulyk & Associates's iShares Select Dividend ETF position peaked at $1.21M in Q4 2020.
  • 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.