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Retirement Planning Group (Kansas)’s iShares Select Dividend ETF DVY Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$932K Buy
6,153
+678
+12% +$102K 0.03% 212
2025
Q4 		$773K Sell
5,475
-564
-9% -$79.7K 0.03% 216
2025
Q3 		$858K Sell
6,039
-38
-0.6% -$5.26K 0.03% 200
2025
Q2 		$807K Sell
6,077
-509
-8% -$65.9K 0.03% 171
2025
Q1 		$884K Sell
6,586
-179
-3% -$24K 0.04% 149
2024
Q4 		$888K Sell
6,765
-73
-1% -$9.95K 0.04% 133
2024
Q3 		$924K Sell
6,838
-1,133
-14% -$146K 0.05% 130
2024
Q2 		$964K Sell
7,971
-32,033
-80% -$3.89M 0.06% 104
2024
Q1 		$4.93M Sell
40,004
-85
-0.2% -$9.95K 0.38% 35
2023
Q4 		$4.7M Sell
40,089
-11
-0% -$1.21K 0.42% 26
2023
Q3 		$4.32M Hold
40,100
– – 0.46% 24
2023
Q2 		$4.54M Hold
40,100
– – 0.45% 22
2023
Q1 		$4.7M Sell
40,100
-28
-0.1% -$3.39K 0.5% 21
2022
Q4 		$4.84M Hold
40,128
– – 0.55% 20
2022
Q3 		$4.3M Buy
40,128
+362
+0.9% +$43.4K 0.54% 20
2022
Q2 		$4.68M Sell
39,766
-490
-1% -$61.3K 0.58% 17
2022
Q1 		$5.16M Sell
40,256
-718
-2% -$89.7K 0.56% 20
2021
Q4 		$5.02M Sell
40,974
-640
-2% -$76.3K 0.49% 19
2021
Q3 		$4.77M Sell
41,614
-649
-2% -$75.9K 0.54% 18
2021
Q2 		$4.93M Sell
42,263
-133
-0.3% -$15.8K 0.57% 18
2021
Q1 		$4.84M Sell
42,396
-3,008
-7% -$318K 0.67% 18
2020
Q4 		$4.37M Sell
45,404
-2,732
-6% -$248K 0.63% 19
2020
Q3 		$3.92M Sell
48,136
-7,532
-14% -$628K 0.64% 18
2020
Q2 		$4.49M Sell
55,668
-3,134
-5% -$250K 0.83% 19
2020
Q1 		$4.32M Sell
58,802
-501
-0.8% -$47.9K 1.03% 14
2019
Q4 		$6.27M Sell
59,303
-654
-1% -$67.4K 1.25% 14
2019
Q3 		$6.11M Sell
59,957
-655
-1% -$65.3K 1.29% 13
2019
Q2 		$6.04M Sell
60,612
-4,865
-7% -$480K 1.37% 14
2019
Q1 		$6.43M Sell
65,477
-12,555
-16% -$1.2M 1.55% 13
2018
Q4 		$6.97M Sell
78,032
-194
-0.2% -$18.6K 1.86% 11
2018
Q3 		$7.8M Sell
78,226
-1,304
-2% -$131K 2.01% 9
2018
Q2 		$7.77M Sell
79,530
-2,290
-3% -$222K 2.09% 9
2018
Q1 		$7.78M Sell
81,820
-880
-1% -$85.9K 2.11% 9
2017
Q4 		$8.15M Buy
82,700
+520
+0.6% +$50K 2.23% 9
2017
Q3 		$7.7M Sell
82,180
-3,313
-4% -$306K 2.2% 9
2017
Q2 		$7.88M Sell
85,493
-984
-1% -$90.5K 2.37% 9
2017
Q1 		$7.88M Sell
86,477
-2,218
-3% -$201K 2.4% 12
2016
Q4 		$7.86M Sell
88,695
-1,132
-1% -$97.5K 2.51% 12
2016
Q3 		$7.7M Sell
89,827
-5,793
-6% -$500K 2.49% 9
2016
Q2 		$8.15M Sell
95,620
-751
-0.8% -$61.9K 2.76% 9
2016
Q1 		$7.87M Sell
96,371
-574
-0.6% -$43.8K 2.79% 9
2015
Q4 		$7.29M Buy
96,945
+45,523
+89% +$3.46M 2.69% 10
2015
Q3 		$3.74M Sell
51,422
-921
-2% -$68.8K 1.64% 14
2015
Q2 		$3.93M Sell
52,343
-430
-0.8% -$33.6K 1.61% 14
2015
Q1 		$4.11M Sell
52,773
-8,426
-14% -$667K 1.64% 15
2014
Q4 		$4.86M Sell
61,199
-525
-0.9% -$40.5K 1.5% 17
2014
Q3 		$4.56M Sell
61,724
-1,202
-2% -$90.6K 1.42% 17
2014
Q2 		$4.84M Sell
62,926
-511
-0.8% -$38.2K 1.47% 16
2014
Q1 		$4.65M Buy
63,437
+3,705
+6% +$263K 1.5% 15
2013
Q4 		$4.26M Sell
59,732
-1,802
-3% -$125K 1.52% 16
2013
Q3 		$4.08M Sell
61,534
-115,560
-65% -$7.68M 1.48% 18
2013
Q2 		$11.3M Buy
+177,094
New +$11.5M 4.66% 8

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Planning Group (Kansas)'s DVY Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Select Dividend ETF (DVY) stake by 12% in Q1 2026, buying an estimated $102K and bringing the position to 6,153 shares worth $932K. The position accounts for 0.03% of the portfolio, ranked #212.

Retirement Planning Group (Kansas) first reported a position in DVY in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q2 2013. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Retirement Planning Group (Kansas) held 6,153 shares of iShares Select Dividend ETF worth $932K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 678 iShares Select Dividend ETF shares in Q1 2026, an estimated $102K.
  • iShares Select Dividend ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #212 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 52 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Select Dividend ETF position peaked at $11.3M in Q2 2013.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.