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Plante Moran Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Plante Moran Financial Advisors’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 		$357K Hold
2,283
– – 0.02% 115
2026
Q1 		$346K Hold
2,283
– – 0.02% 116
2025
Q4 		$322K Buy
2,283
+96
+4% +$13.6K 0.02% 125
2025
Q3 		$311K Sell
2,187
-69
-3% -$9.56K 0.02% 123
2025
Q2 		$300K Buy
2,256
+138
+7% +$17.9K 0.02% 126
2025
Q1 		$284K Sell
2,118
-406
-16% -$54.4K 0.02% 126
2024
Q4 		$331K Sell
2,524
-100
-4% -$13.6K 0.03% 118
2024
Q3 		$354K Buy
2,624
+100
+4% +$12.9K 0.03% 117
2024
Q2 		$305K Hold
2,524
– – 0.03% 124
2024
Q1 		$311K Hold
2,524
– – 0.03% 122
2023
Q4 		$296K Hold
2,524
– – 0.03% 126
2023
Q3 		$272K Sell
2,524
-400
-14% -$45.5K 0.03% 121
2023
Q2 		$331K Buy
2,924
+400
+16% +$45.6K 0.04% 104
2023
Q1 		$296K Hold
2,524
– – 0.04% 114
2022
Q4 		$304K Hold
2,524
– – 0.04% 115
2022
Q3 		$271K Buy
2,524
+777
+44% +$93.1K 0.05% 120
2022
Q2 		$206K Hold
1,747
– – 0.03% 145
2022
Q1 		$224K Sell
1,747
-861
-33% -$108K 0.04% 152
2021
Q4 		$320K Sell
2,608
-198
-7% -$23.6K 0.05% 131
2021
Q3 		$322K Buy
2,806
+1,038
+59% +$121K 0.07% 137
2021
Q2 		$206K Sell
1,768
-264
-13% -$31.4K 0.05% 169
2021
Q1 		$232K Hold
2,032
– – 0.06% 153
2020
Q4 		$195K Sell
2,032
-160
-7% -$14.5K 0.06% 172
2020
Q3 		$179K Sell
2,192
-243
-10% -$20.3K 0.06% 170
2020
Q2 		$197K Hold
2,435
– – 0.08% 130
2020
Q1 		$179K Sell
2,435
-600
-20% -$57.3K 0.08% 125
2019
Q4 		$321K Sell
3,035
-7,106
-70% -$732K 0.11% 114
2019
Q3 		$1.03M Buy
10,141
+670
+7% +$66.8K 0.3% 50
2019
Q2 		$943K Hold
9,471
– – 0.29% 51
2019
Q1 		$930K Hold
9,471
– – 0.29% 52
2018
Q4 		$846K Sell
9,471
-1,881
-17% -$180K 0.29% 52
2018
Q3 		$1.13M Sell
11,352
-4
-0% -$401 0.37% 36
2018
Q2 		$1.11M Hold
11,356
– – 0.56% 32
2018
Q1 		$1.08M Buy
11,356
+90
+0.8% +$8.79K 0.59% 32
2017
Q4 		$1.11M Hold
11,266
– – 0.61% 31
2017
Q3 		$1.05M Sell
11,266
-37
-0.3% -$3.42K 0.63% 31
2017
Q2 		$1.04M Buy
11,303
+3
+0% +$276 0.65% 31
2017
Q1 		$1.03M Sell
11,300
-2,621
-19% -$237K 0.62% 31
2016
Q4 		$1.23M Buy
13,921
+1,384
+11% +$119K 0.77% 27
2016
Q3 		$1.07M Sell
12,537
-586
-4% -$50.6K 0.72% 32
2016
Q2 		$1.12M Sell
13,123
-1,200
-8% -$98.9K 0.81% 28
2016
Q1 		$1.17M Hold
14,323
– – 0.9% 25
2015
Q4 		$1.08M Hold
14,323
– – 0.81% 28
2015
Q3 		$1.04M Hold
14,323
– – 0.82% 29
2015
Q2 		$1.08M Sell
14,323
-281
-2% -$21.9K 0.77% 31
2015
Q1 		$1.14M Buy
14,604
+4,913
+51% +$389K 0.79% 27
2014
Q4 		$769K Hold
9,691
– – 0.57% 38
2014
Q3 		$716K Hold
9,691
– – 0.63% 34
2014
Q2 		$746K Hold
9,691
– – 0.67% 36
2014
Q1 		$711K Sell
9,691
-145
-1% -$10.3K 0.77% 31
2013
Q4 		$702K Sell
9,836
-2,240
-19% -$156K 0.39% 37
2013
Q3 		$801K Buy
12,076
+9,096
+305% +$605K 0.49% 27
2013
Q2 		$191K Buy
+2,980
New +$193K 0.14% 67

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's DVY Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,283 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #115.

Plante Moran Financial Advisors first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.23M in Q4 2016. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Plante Moran Financial Advisors held 2,283 shares of iShares Select Dividend ETF worth $357K as of Q2 2026.
  • Plante Moran Financial Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #115 holding.
  • Plante Moran Financial Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's iShares Select Dividend ETF position peaked at $1.23M in Q4 2016.
  • 1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.