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
Q2
$4.02M Sell
25,711
-1,113
-4% -$171K 0.64% 27
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: Q2 2026 in Review

PKS Advisory Services reduced its iShares Select Dividend ETF (DVY) stake by 4.1% in Q2 2026, selling an estimated $171K and leaving 25,711 shares worth $4.02M. The position accounts for 0.64% of the portfolio, ranked #27.

PKS Advisory Services first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.06M in Q1 2026. 1,418 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • PKS Advisory Services held 25,711 shares of iShares Select Dividend ETF worth $4.02M as of Q2 2026.
  • PKS Advisory Services sold 1,113 iShares Select Dividend ETF shares in Q2 2026, an estimated $171K.
  • iShares Select Dividend ETF made up 0.64% of PKS Advisory Services's portfolio in Q2 2026, its #27 holding.
  • PKS Advisory Services first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • PKS Advisory Services's iShares Select Dividend ETF position peaked at $4.06M in Q1 2026.
  • 1,418 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.