PlanVest Financial’s iShares Select Dividend ETF DVY Stock Holding History

PlanVest Financial’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	$20.2K	Hold	129	–	–	0.01%	335
2026 Q1	$19.5K	Buy	+129	New	+$19.5K	0.01%	320

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

PlanVest Financial's DVY Position: Q2 2026 in Review

PlanVest Financial held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 129 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #335.

PlanVest Financial first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,393 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

PlanVest Financial held 129 shares of iShares Select Dividend ETF worth $20.2K as of Q2 2026.
PlanVest Financial left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #335 holding.
PlanVest Financial first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
1,393 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.