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 Q3	$204K	Buy	1,339 +11	+0.8%	+$1.77K	0.05%	78
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Fiduciary Planning's DVY Position: Q3 2026 in Review

Fiduciary Planning increased its iShares Select Dividend ETF (DVY) stake by 0.83% in Q3 2026, buying an estimated $1.77K and bringing the position to 1,339 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #78.

Fiduciary Planning first reported a position in DVY in Q3 2020 and has held it in 13 quarters since. The position peaked at $435K in Q4 2021. 1,279 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Fiduciary Planning held 1,339 shares of iShares Select Dividend ETF worth $204K as of Q3 2026.
Fiduciary Planning bought 11 iShares Select Dividend ETF shares in Q3 2026, an estimated $1.77K.
iShares Select Dividend ETF made up 0.05% of Fiduciary Planning's portfolio in Q3 2026, its #78 holding.
Fiduciary Planning first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 13 quarters since.
Fiduciary Planning's iShares Select Dividend ETF position peaked at $435K in Q4 2021.
1,279 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.