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Essential Planning’s iShares Select Dividend ETF DVY Stock Holding History

Essential 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
2025
Q1 		– Sell
-11,375
Closed -$1.55M – 137
2024
Q4 		$1.55M Buy
+11,375
New +$1.55M 0.01% 211

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essential Planning's DVY Position: Q1 2025 in Review

Essential Planning sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 11,375 shares — an estimated $1.55M sold.

Essential Planning first reported a position in DVY in Q4 2024 and held it in 1 quarter. The position peaked at $1.55M in Q4 2024. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

  • Essential Planning reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 11,375 iShares Select Dividend ETF shares in Q1 2025, an estimated $1.55M.
  • Essential Planning first reported a position in iShares Select Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Select Dividend ETF position peaked at $1.55M in Q4 2024.
  • 1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.