Meramec Financial Planners’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
Q2
$81.2K Buy
498
+144
+41% +$22.2K 0.03% 190
2026
Q1
$54.3K Buy
354
+3
+0.9% +$453 0.02% 197
2025
Q4
$54.6K Buy
+351
New +$49.6K 0.02% 201

Other funds holding DVY

Meramec Financial Planners's DVY Position: Q2 2026 in Review

Meramec Financial Planners increased its iShares Select Dividend ETF (DVY) stake by 41% in Q2 2026, buying an estimated $22.2K and bringing the position to 498 shares worth $81.2K. The position accounts for 0.03% of the portfolio, ranked #190.

Meramec Financial Planners first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Meramec Financial Planners held 498 shares of iShares Select Dividend ETF worth $81.2K as of Q2 2026.
  • Meramec Financial Planners bought 144 iShares Select Dividend ETF shares in Q2 2026, an estimated $22.2K.
  • iShares Select Dividend ETF made up 0.03% of Meramec Financial Planners's portfolio in Q2 2026, its #190 holding.
  • Meramec Financial Planners first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.