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

Accel 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
2023 Q2	–	Sell	-350	Closed	-$41K	–	354
2023 Q1	$41K	Hold	350	–	–	0.02%	520
2022 Q4	$42.2K	Hold	350	–	–	0.02%	387
2022 Q3	$40K	Hold	350	–	–	0.02%	416
2022 Q2	$41K	Hold	350	–	–	0.02%	386
2022 Q1	$45K	Buy	350 +100	+40%	+$12.5K	0.02%	396
2021 Q4	$31K	Hold	250	–	–	0.02%	473
2021 Q3	$29K	Hold	250	–	–	0.02%	426
2021 Q2	$29K	Buy	250 +1	+0.4%	+$119	0.02%	445
2021 Q1	$29K	Sell	249 -76	-23%	-$8.03K	0.02%	422
2020 Q4	$31K	Buy	+325	New	+$29.5K	0.03%	398

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accel Wealth Management's DVY Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 350 shares — an estimated $41K sold.

Accel Wealth Management first reported a position in DVY in Q4 2020 and held it in 10 quarters. The position peaked at $45K in Q1 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Accel Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 350 iShares Select Dividend ETF shares in Q2 2023, an estimated $41K.
Accel Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Select Dividend ETF position peaked at $45K in Q1 2022.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.