Next Level Wealth Planning’s iShares Select Dividend ETF DVY Stock Holding History

Next Level Wealth Planning’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	$12.1K	Buy	+80	New	+$12.9K	﹤0.01%	320

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Next Level Wealth Planning's DVY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 80 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #320 among its holdings.

912 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Next Level Wealth Planning held 80 shares of iShares Select Dividend ETF worth $12.1K as of Q3 2026.
iShares Select Dividend ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Select Dividend ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #320 holding.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.