Center for Financial Planning’s iShares Select Dividend ETF DVY Stock Holding History

Center for Financial Planning’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	$9.54K	Hold	61	–	–	﹤0.01%	505
2026 Q1	$9.24K	Hold	61	–	–	﹤0.01%	503
2025 Q4	$8.61K	Sell	61 -50	-45%	-$7.06K	﹤0.01%	510
2025 Q3	$15.8K	Buy	111 +50	+82%	+$6.92K	﹤0.01%	449
2025 Q2	$8.1K	Hold	61	–	–	﹤0.01%	482
2025 Q1	$8.19K	Hold	61	–	–	﹤0.01%	491
2024 Q4	$8.01K	Hold	61	–	–	﹤0.01%	448
2024 Q3	$8.24K	Hold	61	–	–	﹤0.01%	419
2024 Q2	$7.38K	Hold	61	–	–	﹤0.01%	423
2024 Q1	$7.51K	Hold	61	–	–	﹤0.01%	434
2023 Q4	$7.15K	Buy	+61	New	+$6.71K	﹤0.01%	404
2023 Q1	–	Sell	-765	Closed	-$92.3K	–	543
2022 Q4	$92.3K	Hold	765	–	–	0.02%	168
2022 Q3	$82K	Hold	765	–	–	0.02%	172
2022 Q2	$90K	Hold	765	–	–	0.02%	170
2022 Q1	$98K	Hold	765	–	–	0.02%	178
2021 Q4	$94K	Hold	765	–	–	0.02%	177
2021 Q3	$88K	Hold	765	–	–	0.02%	170
2021 Q2	$89K	Hold	765	–	–	0.02%	171
2021 Q1	$87K	Hold	765	–	–	0.02%	173
2020 Q4	$74K	Hold	765	–	–	0.02%	171
2020 Q3	$62K	Hold	765	–	–	0.02%	170
2020 Q2	$62K	Hold	765	–	–	0.02%	171
2020 Q1	$56K	Hold	765	–	–	0.02%	165
2019 Q4	$81K	Buy	+765	New	+$78.8K	0.02%	153

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Center for Financial Planning's DVY Position: Q2 2026 in Review

Center for Financial Planning held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 61 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Center for Financial Planning first reported a position in DVY in Q4 2019 and has held it in 24 quarters since. The position peaked at $98K in Q1 2022. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Center for Financial Planning held 61 shares of iShares Select Dividend ETF worth $9.54K as of Q2 2026.
Center for Financial Planning left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #505 holding.
Center for Financial Planning first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 24 quarters since.
Center for Financial Planning's iShares Select Dividend ETF position peaked at $98K in Q1 2022.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.