Planned Solutions
DVY icon

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
Q3 		$1.36M Sell
8,970
-893
-9% -$144K 0.37% 37
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 		$1.22M 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 $84.4B AUM 20.16% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Planned Solutions's DVY Position: Q3 2026 in Review

Planned Solutions reduced its iShares Select Dividend ETF (DVY) stake by 9.1% in Q3 2026, selling an estimated $144K and leaving 8,970 shares worth $1.36M. The position accounts for 0.37% of the portfolio, ranked #37.

Planned Solutions first reported a position in DVY in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.66M in Q1 2022. 780 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Planned Solutions held 8,970 shares of iShares Select Dividend ETF worth $1.36M as of Q3 2026.
  • Planned Solutions sold 893 iShares Select Dividend ETF shares in Q3 2026, an estimated $144K.
  • iShares Select Dividend ETF made up 0.37% of Planned Solutions's portfolio in Q3 2026, its #37 holding.
  • Planned Solutions first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's iShares Select Dividend ETF position peaked at $1.66M in Q1 2022.
  • 780 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.