G
DVY icon

Gainplan’s iShares Select Dividend ETF DVY Stock Holding History

Gainplan’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 		$400K Buy
2,560
+219
+9% +$33.7K 0.16% 41
2026
Q1 		$354K Sell
2,341
-198
-8% -$29.9K 0.27% 41
2025
Q4 		$358K Sell
2,539
-39
-2% -$5.51K 0.13% 41
2025
Q3 		$366K Sell
2,578
-15
-0.6% -$2.08K 0.16% 40
2025
Q2 		$344K Sell
2,593
-74
-3% -$9.58K 0.16% 42
2025
Q1 		$358K Sell
2,667
-338
-11% -$45.3K 0.23% 35
2024
Q4 		$395K Buy
3,005
+136
+5% +$18.5K 0.15% 35
2024
Q3 		$347K Hold
2,869
– – 0.16% 39
2024
Q2 		$347K Buy
2,869
+234
+9% +$28.4K 0.17% 38
2024
Q1 		$325K Buy
2,635
+443
+20% +$51.9K 0.16% 46
2023
Q4 		$257K Sell
2,192
-1,192
-35% -$131K 0.13% 37
2023
Q3 		$364K Buy
3,384
+777
+30% +$88.4K 0.51% 29
2023
Q2 		$295K Buy
2,607
+689
+36% +$78.5K 0.16% 33
2023
Q1 		$225K Buy
1,918
+16
+0.8% +$1.94K 0.14% 35
2022
Q4 		$229K Sell
1,902
-233
-11% -$27.6K 0.55% 32
2022
Q3 		$229K Sell
2,135
-1,216
-36% -$146K 0.24% 24
2022
Q2 		$394K Buy
+3,351
New +$419K 0.26% 27

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return