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

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

Gainplan's DVY Position: Q2 2026 in Review

Gainplan increased its iShares Select Dividend ETF (DVY) stake by 9.4% in Q2 2026, buying an estimated $33.7K and bringing the position to 2,560 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #41.

Gainplan first reported a position in DVY in Q2 2022 and has held it in 17 quarters since. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Gainplan held 2,560 shares of iShares Select Dividend ETF worth $400K as of Q2 2026.
Gainplan bought 219 iShares Select Dividend ETF shares in Q2 2026, an estimated $33.7K.
iShares Select Dividend ETF made up 0.16% of Gainplan's portfolio in Q2 2026, its #41 holding.
Gainplan first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 17 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.