1900 Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

1900 Wealth Management’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
2022 Q1	–	Sell	-1,928	Closed	-$236K	–	243
2021 Q4	$236K	Hold	1,928	–	–	0.02%	220
2021 Q3	$221K	Hold	1,928	–	–	0.02%	205
2021 Q2	$225K	Hold	1,928	–	–	0.02%	203
2021 Q1	$220K	Buy	+1,928	New	+$204K	0.02%	164

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1900 Wealth Management's DVY Position: Q1 2022 in Review

1900 Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 1,928 shares — an estimated $236K sold.

1900 Wealth Management first reported a position in DVY in Q1 2021 and held it in 4 quarters. The position peaked at $236K in Q4 2021. 1,188 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

1900 Wealth Management reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
1900 Wealth Management sold 1,928 iShares Select Dividend ETF shares in Q1 2022, an estimated $236K.
1900 Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2021 and held it in 4 quarters.
1900 Wealth Management's iShares Select Dividend ETF position peaked at $236K in Q4 2021.
1,188 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on 1900 Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.