Sterling Financial Planning’s iShares Select Dividend ETF DVY Stock Holding History

Sterling Financial Planning’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	$407K	Buy	2,602 +680	+35%	+$105K	0.11%	81
2026 Q1	$291K	Hold	1,922	–	–	0.09%	92
2025 Q4	$271K	Hold	1,922	–	–	0.08%	99
2025 Q3	$273K	Hold	1,922	–	–	0.09%	100
2025 Q2	$255K	Sell	1,922 -12	-0.6%	-$1.55K	0.09%	98
2025 Q1	$260K	Hold	1,934	–	–	0.09%	96
2024 Q4	$254K	Sell	1,934 -83	-4%	-$11.3K	0.09%	93
2024 Q3	$272K	Sell	2,017 -148	-7%	-$19.1K	0.1%	94
2024 Q2	$262K	Hold	2,165	–	–	0.11%	93
2024 Q1	$267K	Hold	2,165	–	–	0.11%	94
2023 Q4	$254K	Buy	2,165 +14	+0.7%	+$1.54K	0.11%	88
2023 Q3	$232K	Hold	2,151	–	–	0.12%	89
2023 Q2	$244K	Buy	2,151 +4	+0.2%	+$456	0.12%	88
2023 Q1	$252K	Buy	2,147 +4	+0.2%	+$484	0.14%	84
2022 Q4	$258K	Sell	2,143 -29	-1%	-$3.43K	0.15%	81
2022 Q3	$233K	Hold	2,172	–	–	0.16%	81
2022 Q2	$256K	Sell	2,172 -54	-2%	-$6.76K	0.18%	80
2022 Q1	$285K	Buy	2,226 +4	+0.2%	+$500	0.18%	79
2021 Q4	$272K	Buy	2,222 +34	+2%	+$4.05K	0.17%	82
2021 Q3	$251K	Hold	2,188	–	–	0.16%	77
2021 Q2	$255K	Buy	2,188 +36	+2%	+$4.28K	0.17%	70
2021 Q1	$246K	Hold	2,152	–	–	0.18%	67
2020 Q4	$207K	Buy	+2,152	New	+$195K	0.17%	70

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

Sterling Financial Planning's DVY Position: Q2 2026 in Review

Sterling Financial Planning increased its iShares Select Dividend ETF (DVY) stake by 35% in Q2 2026, buying an estimated $105K and bringing the position to 2,602 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #81.

Sterling Financial Planning first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sterling Financial Planning held 2,602 shares of iShares Select Dividend ETF worth $407K as of Q2 2026.
Sterling Financial Planning bought 680 iShares Select Dividend ETF shares in Q2 2026, an estimated $105K.
iShares Select Dividend ETF made up 0.11% of Sterling Financial Planning's portfolio in Q2 2026, its #81 holding.
Sterling Financial Planning first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.