Ignite Planners’s iShares Select Dividend ETF DVY Stock Holding History

Ignite 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 Q1	$755K	Sell	5,031 -14	-0.3%	-$2.11K	0.12%	182
2025 Q4	$759K	Sell	5,045 -82	-2%	-$11.6K	0.12%	174
2025 Q3	$729K	Buy	5,127 +7	+0.1%	+$969	0.12%	169
2025 Q2	$694K	Buy	5,120 +8	+0.2%	+$1.04K	0.12%	166
2025 Q1	$655K	Buy	+5,112	New	+$685K	0.13%	162

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ignite Planners's DVY Position: Q1 2026 in Review

Ignite Planners reduced its iShares Select Dividend ETF (DVY) stake by 0.28% in Q1 2026, selling an estimated $2.11K and leaving 5,031 shares worth $755K. The position accounts for 0.12% of the portfolio, ranked #182.

Ignite Planners first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. The position peaked at $759K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Ignite Planners held 5,031 shares of iShares Select Dividend ETF worth $755K as of Q1 2026.
Ignite Planners sold 14 iShares Select Dividend ETF shares in Q1 2026, an estimated $2.11K.
iShares Select Dividend ETF made up 0.12% of Ignite Planners's portfolio in Q1 2026, its #182 holding.
Ignite Planners first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
Ignite Planners's iShares Select Dividend ETF position peaked at $759K in Q4 2025.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.