Advisor Resource Council’s iShares Select Dividend ETF DVY Stock Holding History

Advisor Resource Council’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
2022 Q3	–	Sell	-2,024	Closed	-$238K	–	242
2022 Q2	$238K	Buy	+2,024	New	+$253K	0.02%	424
2022 Q1	–	Sell	-2,657	Closed	-$326K	–	299
2021 Q4	$326K	Buy	+2,657	New	+$317K	0.03%	413
2021 Q3	–	Sell	-40,691	Closed	-$4.75M	–	285
2021 Q2	$4.75M	Buy	+40,691	New	+$4.84M	0.5%	41

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

Advisor Resource Council's DVY Position: Q3 2022 in Review

Advisor Resource Council sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 2,024 shares — an estimated $238K sold.

Advisor Resource Council first reported a position in DVY in Q2 2021 and held it in 3 quarters. The position peaked at $4.75M in Q2 2021. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Advisor Resource Council reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 2,024 iShares Select Dividend ETF shares in Q3 2022, an estimated $238K.
Advisor Resource Council first reported a position in iShares Select Dividend ETF in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's iShares Select Dividend ETF position peaked at $4.75M in Q2 2021.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.