Acorn Financial Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-4,557	Closed	-$538K	–	217
2023 Q4	$538K	Sell	4,557 -523	-10%	-$57.5K	0.09%	132
2023 Q3	$536K	Sell	5,080 -30	-0.6%	-$3.41K	0.1%	123
2023 Q2	$579K	Buy	5,110 +500	+11%	+$57K	0.1%	119
2023 Q1	$540K	Buy	4,610 +199	+5%	+$24.1K	0.11%	117
2022 Q4	$532K	Buy	4,411 +502	+13%	+$59.4K	0.11%	114
2022 Q3	$419K	Buy	3,909 +260	+7%	+$31.2K	0.1%	135
2022 Q2	$429K	Sell	3,649 -428	-10%	-$53.6K	0.1%	130
2022 Q1	$523K	Buy	4,077 +10	+0.2%	+$1.25K	0.1%	127
2021 Q4	$499K	Buy	4,067 +310	+8%	+$36.9K	0.1%	132
2021 Q3	$431K	Sell	3,757 -170	-4%	-$19.9K	0.13%	143
2021 Q2	$457K	Buy	+3,927	New	+$467K	0.13%	152
2021 Q1	–	Sell	-3,078	Closed	-$298K	–	204
2020 Q4	$298K	Buy	3,078 +11	+0.4%	+$998	0.12%	176
2020 Q3	$250K	Buy	3,067 +12	+0.4%	+$1K	0.13%	181
2020 Q2	$246K	Buy	3,055 +26	+0.9%	+$2.08K	0.17%	167
2020 Q1	$224K	Buy	3,029 +67	+2%	+$6.4K	0.22%	141
2019 Q4	$313K	Buy	+2,962	New	+$305K	0.26%	127

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Acorn Financial Advisory Services's DVY Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q1 2024, closing a stake of 4,557 shares — an estimated $538K sold.

Acorn Financial Advisory Services first reported a position in DVY in Q4 2019 and held it in 16 quarters. The position peaked at $579K in Q2 2023. 1,228 funds tracked by Wall St. Rank hold DVY as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 4,557 iShares Select Dividend ETF shares in Q1 2024, an estimated $538K.
Acorn Financial Advisory Services first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 16 quarters.
Acorn Financial Advisory Services's iShares Select Dividend ETF position peaked at $579K in Q2 2023.
1,228 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.