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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
Q3 		$378K Sell
2,487
-73
-3% -$11.8K 0.15% 46
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 $1.25B AUM 16.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $402M AUM 15.89% 1-Year Est. Return

Gainplan's DVY Position: Q3 2026 in Review

Gainplan reduced its iShares Select Dividend ETF (DVY) stake by 2.9% in Q3 2026, selling an estimated $11.8K and leaving 2,487 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #46.

Gainplan first reported a position in DVY in Q2 2022 and has held it in 18 quarters since. The position peaked at $400K in Q2 2026. 152 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Gainplan held 2,487 shares of iShares Select Dividend ETF worth $378K as of Q3 2026.
  • Gainplan sold 73 iShares Select Dividend ETF shares in Q3 2026, an estimated $11.8K.
  • iShares Select Dividend ETF made up 0.15% of Gainplan's portfolio in Q3 2026, its #46 holding.
  • Gainplan first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 18 quarters since.
  • Gainplan's iShares Select Dividend ETF position peaked at $400K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Gainplan's 13F filing for Q3 2026, filed 9 Oct 2026.