BPI
DVY icon

BFC Planning, Inc.’s iShares Select Dividend ETF DVY Stock Holding History

BFC Planning, Inc.’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 		$1.85M Sell
11,863
-379
-3% -$58.3K 0.08% 258
2026
Q1 		$1.85M Buy
12,242
+2,449
+25% +$370K 0.08% 240
2025
Q4 		$1.38M Buy
9,793
+763
+8% +$108K 0.06% 292
2025
Q3 		$1.28M Buy
9,030
+192
+2% +$26.6K 0.09% 195
2025
Q2 		$1.17M Buy
8,838
+11
+0.1% +$1.42K 0.09% 199
2025
Q1 		$1.19M Buy
8,827
+115
+1% +$15.4K 0.1% 177
2024
Q4 		$1.14M Buy
+8,712
New +$1.19M 0.1% 185

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s DVY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Select Dividend ETF (DVY) stake by 3.1% in Q2 2026, selling an estimated $58.3K and leaving 11,863 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #258.

BFC Planning, Inc. first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,434 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • BFC Planning, Inc. held 11,863 shares of iShares Select Dividend ETF worth $1.85M as of Q2 2026.
  • BFC Planning, Inc. sold 379 iShares Select Dividend ETF shares in Q2 2026, an estimated $58.3K.
  • iShares Select Dividend ETF made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #258 holding.
  • BFC Planning, Inc. first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,434 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.