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 Q3	$729K	Sell	4,796 -128	-3%	-$20.6K	0.09%	218
2026 Q2	$770K	Sell	4,924 -107	-2%	-$16.5K	0.11%	189
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Ignite Planners's DVY Position: Q3 2026 in Review

Ignite Planners reduced its iShares Select Dividend ETF (DVY) stake by 2.6% in Q3 2026, selling an estimated $20.6K and leaving 4,796 shares worth $729K. The position accounts for 0.09% of the portfolio, ranked #218.

Ignite Planners first reported a position in DVY in Q1 2025 and has held it in 7 quarters since. The position peaked at $770K in Q2 2026. 423 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Ignite Planners held 4,796 shares of iShares Select Dividend ETF worth $729K as of Q3 2026.
Ignite Planners sold 128 iShares Select Dividend ETF shares in Q3 2026, an estimated $20.6K.
iShares Select Dividend ETF made up 0.09% of Ignite Planners's portfolio in Q3 2026, its #218 holding.
Ignite Planners first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 7 quarters since.
Ignite Planners's iShares Select Dividend ETF position peaked at $770K in Q2 2026.
423 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.