Financial Life Planners’s iShares Select Dividend ETF DVY Stock Holding History

Financial Life Planners’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	$140K	Buy	894 +7	+0.8%	+$1.08K	0.09%	77
2026 Q1	$134K	Buy	+887	New	+$134K	0.1%	73
2025 Q4	–	Sell	-870	Closed	-$124K	–	133
2025 Q3	$124K	Buy	+870	New	+$120K	0.08%	82
2025 Q2	–	Sell	-818	Closed	-$110K	–	59
2025 Q1	$110K	Buy	818 +374	+84%	+$50.1K	0.11%	76
2024 Q4	$58.3K	Buy	+444	New	+$60.5K	0.05%	104

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Life Planners's DVY Position: Q2 2026 in Review

Financial Life Planners increased its iShares Select Dividend ETF (DVY) stake by 0.79% in Q2 2026, buying an estimated $1.08K and bringing the position to 894 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #77.

Financial Life Planners first reported a position in DVY in Q4 2024 and has held it in 5 quarters since. 714 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Financial Life Planners held 894 shares of iShares Select Dividend ETF worth $140K as of Q2 2026.
Financial Life Planners bought 7 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.08K.
iShares Select Dividend ETF made up 0.09% of Financial Life Planners's portfolio in Q2 2026, its #77 holding.
Financial Life Planners first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 5 quarters since.
714 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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