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

Alaska 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
2020 Q2	–	Sell	-5,775	Closed	-$425K	–	58
2020 Q1	$425K	Hold	5,775	–	–	0.12%	35
2019 Q4	$610K	Buy	+5,775	New	+$595K	0.1%	36
2019 Q3	–	Sell	-5,775	Closed	-$567K	–	37
2019 Q2	$567K	Hold	5,775	–	–	0.06%	39
2019 Q1	$567K	Hold	5,775	–	–	0.06%	39
2018 Q4	$516K	Hold	5,775	–	–	0.16%	34
2018 Q3	$576K	Hold	5,775	–	–	0.17%	29
2018 Q2	$564K	Hold	5,775	–	–	0.18%	29
2018 Q1	$549K	Hold	5,775	–	–	0.19%	29
2017 Q4	$569K	Buy	+5,775	New	+$556K	0.21%	26

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

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

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

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

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

Alaska Wealth Advisors's DVY Position: Q2 2020 in Review

Alaska Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 5,775 shares — an estimated $425K sold.

Alaska Wealth Advisors first reported a position in DVY in Q4 2017 and held it in 9 quarters. The position peaked at $610K in Q4 2019. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

Alaska Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Alaska Wealth Advisors sold 5,775 iShares Select Dividend ETF shares in Q2 2020, an estimated $425K.
Alaska Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 9 quarters.
Alaska Wealth Advisors's iShares Select Dividend ETF position peaked at $610K in Q4 2019.
883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on Alaska Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.