Acorn Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Acorn Wealth Advisors’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
2021 Q2	–	Sell	-9,171	Closed	-$1.05M	–	170
2021 Q1	$1.05M	Hold	9,171	–	–	0.75%	27
2020 Q4	$882K	Sell	9,171 -125	-1%	-$11.3K	0.69%	30
2020 Q3	$758K	Sell	9,296 -90	-1%	-$7.5K	0.66%	38
2020 Q2	$758K	Buy	9,386 +8	+0.1%	+$639	0.71%	31
2020 Q1	$692K	Buy	9,378 +356	+4%	+$34K	0.78%	30
2019 Q4	$942K	Buy	9,022 +5	+0.1%	+$515	0.79%	27
2019 Q3	$933K	Buy	9,017 +217	+2%	+$21.6K	0.8%	26
2019 Q2	$862K	Sell	8,800 -296	-3%	-$29.2K	0.79%	27
2019 Q1	$912K	Buy	9,096 +5	+0.1%	+$479	0.82%	25
2018 Q4	$835K	Buy	9,091 +4	+0%	+$383	0.86%	25
2018 Q3	$873K	Buy	9,087 +7,923	+681%	+$794K	0.86%	28
2018 Q2	$114K	Sell	1,164 -100	-8%	-$9.7K	0.1%	160
2018 Q1	$123K	Buy	1,264 +5	+0.4%	+$488	0.11%	152
2017 Q4	$125K	Buy	+1,259	New	+$121K	0.11%	142

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Acorn Wealth Advisors's DVY Position: Q2 2021 in Review

Acorn Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2021, closing a stake of 9,171 shares — an estimated $1.05M sold.

Acorn Wealth Advisors first reported a position in DVY in Q4 2017 and held it in 14 quarters. The position peaked at $1.05M in Q1 2021. 1,033 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

Acorn Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 9,171 iShares Select Dividend ETF shares in Q2 2021, an estimated $1.05M.
Acorn Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 14 quarters.
Acorn Wealth Advisors's iShares Select Dividend ETF position peaked at $1.05M in Q1 2021.
1,033 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Acorn Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.