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

Advocacy Wealth Management 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
2022 Q4	–	Sell	-1,357	Closed	-$153K	–	64
2022 Q3	$153K	Buy	1,357 +25	+2%	+$3K	0.02%	37
2022 Q2	$157K	Buy	1,332 +50	+4%	+$6.26K	0.03%	37
2022 Q1	$165K	Hold	1,282	–	–	0.03%	29
2021 Q4	$157K	Hold	1,282	–	–	0.03%	34
2021 Q3	$147K	Hold	1,282	–	–	0.03%	35
2021 Q2	$150K	Buy	+1,282	New	+$152K	0.03%	37
2019 Q4	–	Sell	-94	Closed	-$10K	–	144
2019 Q3	$10K	Buy	+94	New	+$9.37K	0.01%	125
2019 Q1	–	Sell	-35	Closed	-$3K	–	146
2018 Q4	$3K	Hold	35	–	–	﹤0.01%	148
2018 Q3	$3K	Hold	35	–	–	﹤0.01%	165
2018 Q2	$3K	Hold	35	–	–	﹤0.01%	164
2018 Q1	$3K	Hold	35	–	–	﹤0.01%	188
2017 Q4	$3K	Sell	35 -202	-85%	-$19.4K	﹤0.01%	197
2017 Q3	$22K	Sell	237 -130,465	-100%	-$12.1M	0.01%	127
2017 Q2	$12.1M	Sell	130,702 -29,275	-18%	-$2.69M	4.32%	8
2017 Q1	$14.6M	Buy	159,977 +15,940	+11%	+$1.44M	5.08%	7
2016 Q4	$12.8M	Buy	144,037 +6,267	+5%	+$540K	3.83%	6
2016 Q3	$11.8M	Buy	137,770 +26,994	+24%	+$2.33M	4.57%	6
2016 Q2	$9.45M	Buy	110,776 +32,019	+41%	+$2.64M	4.77%	5
2016 Q1	$6.43M	Buy	78,757 +47,517	+152%	+$3.63M	4.46%	4
2015 Q4	$2.35M	Buy	+31,240	New	+$2.38M	2.66%	6
2013 Q3	–	Sell	-56	Closed	-$4K	–	291
2013 Q2	$4K	Buy	+56	New	+$3.62K	0.02%	219

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

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

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

Advocacy Wealth Management Services's DVY Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of iShares Select Dividend ETF (DVY) in Q4 2022, closing a stake of 1,357 shares — an estimated $153K sold.

Advocacy Wealth Management Services first reported a position in DVY in Q2 2013 and held it in 21 quarters. The position peaked at $14.6M in Q1 2017. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Advocacy Wealth Management Services reported no remaining iShares Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,357 iShares Select Dividend ETF shares in Q4 2022, an estimated $153K.
Advocacy Wealth Management Services first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 21 quarters.
Advocacy Wealth Management Services's iShares Select Dividend ETF position peaked at $14.6M in Q1 2017.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.