Ken Fisher's DVY Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3,607 shares of iShares Select Dividend ETF (DVY) worth $546,169, representing 0.00% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in DVY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 5,720 shares. Largest reduction occurred in Q2 2017, reducing 5,720 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Select Dividend ETF (DVY) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Select Dividend ETF (DVY) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +3,607 | New Buy | 3,607 | $151.42 |
| Q3 2025 | -1,751 | Sold Out | 0 | $0.00 |
| Q2 2025 | +164 | Add 10.33% | 1,751 | $132.83 |
| Q1 2025 | +1,587 | New Buy | 1,587 | $134.32 |
| Q2 2024 | -1,778 | Sold Out | 0 | $0.00 |
| Q1 2024 | -2,339 | Reduce 56.81% | 1,778 | $123.22 |
| Q4 2023 | +4,117 | New Buy | 4,117 | $117.23 |
| Q1 2023 | -1,953 | Sold Out | 0 | $0.00 |
| Q4 2022 | +1,953 | New Buy | 1,953 | $120.84 |
| Q3 2022 | -1,709 | Sold Out | 0 | $0.00 |
| Q2 2022 | +1,709 | New Buy | 1,709 | $117.61 |
| Q1 2021 | -2,355 | Sold Out | 0 | $0.00 |
| Q4 2020 | +2,355 | New Buy | 2,355 | $96.39 |
| Q2 2019 | -2,139 | Sold Out | 0 | $0.00 |
| Q1 2019 | +2,139 | New Buy | 2,139 | $98.18 |
| Q2 2018 | -3,277 | Sold Out | 0 | $0.00 |
| Q1 2018 | -123 | Reduce 3.62% | 3,277 | $95.21 |
| Q4 2017 | +3,400 | New Buy | 3,400 | $98.53 |
| Q2 2017 | -5,720 | Sold Out | 0 | $0.00 |
| Q1 2017 | +5,720 | New Buy | 5,720 | $91.08 |
| Q4 2016 | -2,623 | Sold Out | 0 | $0.00 |
| Q3 2016 | +2,623 | New Buy | 2,623 | $85.78 |
Ken Fisher's iShares Select Dividend ETF Investment FAQs
Ken Fisher first purchased iShares Select Dividend ETF (DVY) in Q3 2016, acquiring 2,623 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares Select Dividend ETF (DVY) for 22 quarters since Q3 2016.
Ken Fisher's largest addition to iShares Select Dividend ETF (DVY) was in Q1 2017, adding 5,720 shares worth $521,000.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,607 shares of iShares Select Dividend ETF (DVY), valued at approximately $546,169.
As of the Q1 2026 filing, iShares Select Dividend ETF (DVY) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares Select Dividend ETF (DVY) was 5,720 shares, as reported at the end of Q1 2017.