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

Fiduciary 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	$208K	Buy	+1,328	New	+$204K	0.05%	78
2023 Q3	–	Sell	-2,219	Closed	-$251K	–	63
2023 Q2	$251K	Buy	2,219 +1	+0%	+$114	0.12%	40
2023 Q1	$260K	Buy	2,218 +1	+0%	+$121	0.12%	39
2022 Q4	$267K	Buy	2,217 +1	+0%	+$118	0.13%	40
2022 Q3	$238K	Sell	2,216 -515	-19%	-$61.7K	0.12%	36
2022 Q2	$321K	Buy	2,731 +1	+0%	+$125	0.16%	35
2022 Q1	$350K	Sell	2,730 -820	-23%	-$102K	0.19%	33
2021 Q4	$435K	Hold	3,550	–	–	0.24%	38
2021 Q3	$407K	Buy	+3,550	New	+$415K	0.22%	51
2021 Q2	–	Sell	-98	Closed	-$11K	–	113
2021 Q1	$11K	Buy	98 +1	+1%	+$106	0.02%	159
2020 Q4	$9K	Buy	97 +1	+1%	+$91	0.01%	153
2020 Q3	$8K	Buy	+96	New	+$8.01K	0.01%	116

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

Fiduciary Planning's DVY Position: Q2 2026 in Review

Fiduciary Planning opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,328 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #78 among its holdings. This is a return to the name: Fiduciary Planning previously reported a position in DVY as recently as Q2 2023.

Fiduciary Planning first reported a position in DVY in Q3 2020 and has held it in 12 quarters since. The position peaked at $435K in Q4 2021. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Fiduciary Planning held 1,328 shares of iShares Select Dividend ETF worth $208K as of Q2 2026.
iShares Select Dividend ETF was a new Fiduciary Planning position in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Fiduciary Planning's portfolio in Q2 2026, its #78 holding.
Fiduciary Planning first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 12 quarters since.
Fiduciary Planning's iShares Select Dividend ETF position peaked at $435K in Q4 2021.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.