Mark Sheptoff Financial Planning’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2025
Q4 | $14.1K | Hold |
100
| – | – | 0.01% | 312 |
|
|
2025
Q3 | $14.2K | Hold |
100
| – | – | 0.01% | 311 |
|
|
2025
Q2 | $13.3K | Hold |
100
| – | – | 0.01% | 310 |
|
|
2025
Q1 | $13.4K | Hold |
100
| – | – | 0.01% | 291 |
|
|
2024
Q4 | $13.1K | Hold |
100
| – | – | 0.01% | 295 |
|
|
2024
Q3 | $13.5K | Hold |
100
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $12.1K | Hold |
100
| – | – | 0.01% | 297 |
|
|
2024
Q1 | $12.3K | Hold |
100
| – | – | 0.01% | 279 |
|
|
2023
Q4 | $11.7K | Hold |
100
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $10.8K | Hold |
100
| – | – | 0.01% | 262 |
|
|
2023
Q2 | $11.3K | Hold |
100
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $11.7K | Hold |
100
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $12.1K | Hold |
100
| – | – | 0.01% | 254 |
|
|
2022
Q3 | $11K | Hold |
100
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $12K | Hold |
100
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $12K | Hold |
100
| – | – | 0.01% | 299 |
|
|
2021
Q3 | $11K | Hold |
100
| – | – | 0.01% | 293 |
|
|
2021
Q2 | $12K | Hold |
100
| – | – | 0.01% | 312 |
|
|
2021
Q1 | $11K | Sell |
100
-100
| -50% | -$10.6K | 0.01% | 281 |
|
|
2020
Q4 | $19K | Hold |
200
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $16K | Sell |
200
-150
| -43% | -$12.5K | 0.01% | 200 |
|
|
2020
Q2 | $28K | Sell |
350
-200
| -36% | -$16K | 0.02% | 178 |
|
|
2020
Q1 | $40K | Hold |
550
| – | – | 0.03% | 143 |
|
|
2019
Q4 | $58K | Hold |
550
| – | – | 0.04% | 145 |
|
|
2019
Q3 | $56K | Hold |
550
| – | – | 0.04% | 142 |
|
|
2019
Q2 | $55K | Hold |
550
| – | – | 0.04% | 149 |
|
|
2019
Q1 | $54K | Hold |
550
| – | – | 0.04% | 144 |
|
|
2018
Q4 | $49K | Hold |
550
| – | – | 0.04% | 135 |
|
|
2018
Q3 | $55K | Hold |
550
| – | – | 0.04% | 154 |
|
|
2018
Q2 | $54K | Hold |
550
| – | – | 0.04% | 152 |
|
|
2018
Q1 | $52K | Hold |
550
| – | – | 0.04% | 156 |
|
|
2017
Q4 | $54K | Hold |
550
| – | – | 0.04% | 169 |
|
|
2017
Q3 | $52K | Hold |
550
| – | – | 0.03% | 175 |
|
|
2017
Q2 | $51K | Sell |
550
-1
| -0.2% | -$92 | 0.04% | 176 |
|
|
2017
Q1 | $50K | Buy |
551
+1
| +0.2% | +$91 | 0.04% | 184 |
|
|
2016
Q4 | $49K | Hold |
550
| – | – | 0.04% | 182 |
|
|
2016
Q3 | $47K | Hold |
550
| – | – | 0.03% | 174 |
|
|
2016
Q2 | $47K | Hold |
550
| – | – | 0.04% | 160 |
|
|
2016
Q1 | $45K | Hold |
550
| – | – | 0.04% | 159 |
|
|
2015
Q4 | $41K | Buy |
+550
| New | +$41.8K | 0.03% | 178 |
|
Other funds holding DVY
Mark Sheptoff Financial Planning's DVY Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 100 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #300.
Mark Sheptoff Financial Planning first reported a position in DVY in Q4 2015 and has held it in 42 quarters since. The position peaked at $58K in Q4 2019. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Mark Sheptoff Financial Planning held 100 shares of iShares Select Dividend ETF worth $15.5K as of Q1 2026.
- Mark Sheptoff Financial Planning left its iShares Select Dividend ETF share count unchanged in Q1 2026.
- iShares Select Dividend ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #300 holding.
- Mark Sheptoff Financial Planning first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 42 quarters since.
- Mark Sheptoff Financial Planning's iShares Select Dividend ETF position peaked at $58K in Q4 2019.
- 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.