Peak Planning Group’s iShares Select Dividend ETF DVY Stock Holding History

Peak Planning Group’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 Q2	$525K	Buy	3,356 +20	+0.6%	+$3.08K	0.12%	74
2026 Q1	$505K	Buy	3,336 +23	+0.7%	+$3.47K	0.14%	76
2025 Q4	$468K	Buy	+3,313	New	+$468K	0.13%	84
2025 Q2	–	Sell	-3,322	Closed	-$446K	–	99
2025 Q1	$446K	Buy	3,322 +23	+0.7%	+$3.08K	0.19%	71
2024 Q4	$433K	Buy	3,299 +9	+0.3%	+$1.23K	0.18%	75
2024 Q3	$444K	Buy	3,290 +29	+0.9%	+$3.75K	0.19%	73
2024 Q2	$395K	Buy	3,261 +1,071	+49%	+$130K	0.19%	74
2024 Q1	$270K	Sell	2,190 -53	-2%	-$6.21K	0.17%	64
2023 Q4	$263K	Sell	2,243 -1,713	-43%	-$188K	0.19%	64
2023 Q3	$426K	Sell	3,956 -1,997	-34%	-$227K	0.33%	51
2023 Q2	$675K	Sell	5,953 -75	-1%	-$8.54K	0.5%	41
2023 Q1	$706K	Buy	6,028 +1	+0%	+$121	0.57%	39
2022 Q4	$727K	Buy	6,027 +93	+2%	+$11K	0.64%	39
2022 Q3	$636K	Sell	5,934 -51	-0.9%	-$6.11K	0.59%	42
2022 Q2	$704K	Buy	+5,985	New	+$749K	0.59%	41
2021 Q4	$738K	Buy	6,022 +8	+0.1%	+$954	0.55%	36
2021 Q3	$690K	Buy	+6,014	New	+$703K	0.59%	37

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Peak Planning Group's DVY Position: Q2 2026 in Review

Peak Planning Group increased its iShares Select Dividend ETF (DVY) stake by 0.6% in Q2 2026, buying an estimated $3.08K and bringing the position to 3,356 shares worth $525K. The position accounts for 0.12% of the portfolio, ranked #74.

Peak Planning Group first reported a position in DVY in Q3 2021 and has held it in 17 quarters since. The position peaked at $738K in Q4 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Peak Planning Group held 3,356 shares of iShares Select Dividend ETF worth $525K as of Q2 2026.
Peak Planning Group bought 20 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.08K.
iShares Select Dividend ETF made up 0.12% of Peak Planning Group's portfolio in Q2 2026, its #74 holding.
Peak Planning Group first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 17 quarters since.
Peak Planning Group's iShares Select Dividend ETF position peaked at $738K in Q4 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.