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AdvicePeriod’s iShares Select Dividend ETF DVY Stock Holding History

AdvicePeriod’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 		$222K Buy
+1,905
New +$227K 0.01% 84

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AdvicePeriod's DVY Position: Q2 2021 in Review

AdvicePeriod opened a new position in iShares Select Dividend ETF (DVY) in Q2 2021: 1,905 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #84 among its holdings.

1,034 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

  • AdvicePeriod held 1,905 shares of iShares Select Dividend ETF worth $222K as of Q2 2021.
  • iShares Select Dividend ETF was a new AdvicePeriod position in Q2 2021.
  • iShares Select Dividend ETF made up 0.01% of AdvicePeriod's portfolio in Q2 2021, its #84 holding.
  • 1,034 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.