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

Comprehensive 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	$8.28K	Hold	53	–	–	﹤0.01%	298
2026 Q1	$8.02K	Hold	53	–	–	0.01%	278
2025 Q4	$7.48K	Hold	53	–	–	﹤0.01%	280
2025 Q3	$7.53K	Hold	53	–	–	0.01%	260
2025 Q2	$7.04K	Hold	53	–	–	0.01%	250
2025 Q1	$7.12K	Hold	53	–	–	0.01%	238
2024 Q4	$6.96K	Buy	+53	New	+$7.22K	0.01%	265

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

Comprehensive Financial Planning's DVY Position: Q2 2026 in Review

Comprehensive Financial Planning held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 53 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Comprehensive Financial Planning first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Comprehensive Financial Planning held 53 shares of iShares Select Dividend ETF worth $8.28K as of Q2 2026.
Comprehensive Financial Planning left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #298 holding.
Comprehensive Financial Planning first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.