Planning Strategies Inc.’s iShares Select Dividend ETF DVY Stock Holding History

Planning Strategies Inc.’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	$208K	Buy	+1,328	New	+$204K	0.13%	66

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Planning Strategies Inc.'s DVY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,328 shares worth $208K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings.

605 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Planning Strategies Inc. held 1,328 shares of iShares Select Dividend ETF worth $208K as of Q2 2026.
iShares Select Dividend ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Select Dividend ETF made up 0.13% of Planning Strategies Inc.'s portfolio in Q2 2026, its #66 holding.
605 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.