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Planned Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Planned Solutions’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 		$1.54M Buy
9,863
+137
+1% +$21.1K 0.44% 32
2026
Q1 		$1.47M Buy
9,726
+10
+0.1% +$1.51K 0.48% 29
2025
Q4 		$1.37M Sell
9,716
-508
-5% -$71.8K 0.44% 31
2025
Q3 		$1.45M Buy
10,224
+554
+6% +$76.7K 0.5% 29
2025
Q2 		$1.28M Buy
9,670
+25
+0.3% +$3.24K 0.49% 30
2025
Q1 		$1.3M Sell
9,645
-226
-2% -$30.3K 0.52% 28
2024
Q4 		$1.3M Buy
9,871
+2,108
+27% +$287K 0.52% 28
2024
Q3 		$1.05M Buy
7,763
+29
+0.4% +$3.75K 0.42% 27
2024
Q2 		$936K Sell
7,734
-325
-4% -$39.5K 0.45% 26
2024
Q1 		$993K Sell
8,059
-508
-6% -$59.5K 0.49% 24
2023
Q4 		$1M Sell
8,567
-1,529
-15% -$168K 0.47% 22
2023
Q3 		$1.09M Sell
10,096
-2,333
-19% -$265K 0.65% 21
2023
Q2 		$1.41M Sell
12,429
-475
-4% -$54.1K 0.83% 17
2023
Q1 		$1.51M Buy
12,904
+487
+4% +$58.9K 0.96% 16
2022
Q4 		$1.5M Buy
12,417
+992
+9% +$117K 1.1% 17
2022
Q3 		$1.23M Sell
11,425
-774
-6% -$92.8K 1.02% 19
2022
Q2 		$1.44M Sell
12,199
-750
-6% -$93.9K 1.34% 16
2022
Q1 		$1.66M Buy
12,949
+934
+8% +$117K 1.16% 15
2021
Q4 		$1.47M Buy
+12,015
New +$1.43M 0.99% 16
2021
Q2 		$1.39M Buy
11,936
+802
+7% +$95.4K 0.96% 16
2021
Q1 		$1.27M Buy
11,134
+3,641
+49% +$385K 0.99% 15
2020
Q4 		$721K Sell
7,493
-194
-3% -$17.6K 0.58% 18
2020
Q3 		$627K Buy
+7,687
New +$641K 0.61% 18

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planned Solutions's DVY Position: Q2 2026 in Review

Planned Solutions increased its iShares Select Dividend ETF (DVY) stake by 1.4% in Q2 2026, buying an estimated $21.1K and bringing the position to 9,863 shares worth $1.54M. The position accounts for 0.44% of the portfolio, ranked #32.

Planned Solutions first reported a position in DVY in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.66M in Q1 2022. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Planned Solutions held 9,863 shares of iShares Select Dividend ETF worth $1.54M as of Q2 2026.
  • Planned Solutions bought 137 iShares Select Dividend ETF shares in Q2 2026, an estimated $21.1K.
  • iShares Select Dividend ETF made up 0.44% of Planned Solutions's portfolio in Q2 2026, its #32 holding.
  • Planned Solutions first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's iShares Select Dividend ETF position peaked at $1.66M in Q1 2022.
  • 729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.