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

Abound 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
2024
Q2 		– Sell
-4
Closed -$509 – 1206
2024
Q1 		$509 Buy
+4
New +$468 ﹤0.01% 894
2022
Q1 		– Sell
-323
Closed -$39.6K – 112
2021
Q4 		$39.6K Buy
+323
New +$38.5K 0.03% 71

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abound Wealth Management's DVY Position: Q2 2024 in Review

Abound Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2024, closing a stake of 4 shares — an estimated $509 sold.

Abound Wealth Management first reported a position in DVY in Q4 2021 and held it in 2 quarters. The position peaked at $39.6K in Q4 2021. 1,218 funds tracked by Wall St. Rank hold DVY as of Q2 2024.

  • Abound Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 4 iShares Select Dividend ETF shares in Q2 2024, an estimated $509.
  • Abound Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 2 quarters.
  • Abound Wealth Management's iShares Select Dividend ETF position peaked at $39.6K in Q4 2021.
  • 1,218 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.