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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.06M Sell
26,824
-66
-0.2% -$9.97K 0.94% 16
2025
Q4
$3.8M Sell
26,890
-1,137
-4% -$161K 0.87% 22
2025
Q3
$3.98M Buy
28,027
+32
+0.1% +$4.43K 0.83% 21
2025
Q2
$3.72M Sell
27,995
-452
-2% -$58.5K 0.92% 20
2025
Q1
$3.82M Sell
28,447
-252
-0.9% -$33.8K 1.05% 16
2024
Q4
$3.77M Buy
+28,699
New +$3.91M 0.94% 17

Other funds holding DVY

PKS Advisory Services's DVY Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares Select Dividend ETF (DVY) stake by 0.25% in Q1 2026, selling an estimated $9.97K and leaving 26,824 shares worth $4.06M. The position accounts for 0.94% of the portfolio, ranked #16.

PKS Advisory Services first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • PKS Advisory Services held 26,824 shares of iShares Select Dividend ETF worth $4.06M as of Q1 2026.
  • PKS Advisory Services sold 66 iShares Select Dividend ETF shares in Q1 2026, an estimated $9.97K.
  • iShares Select Dividend ETF made up 0.94% of PKS Advisory Services's portfolio in Q1 2026, its #16 holding.
  • PKS Advisory Services first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.