All Season Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

All Season Financial 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
2022 Q4	–	Sell	-25,968	Closed	-$2.78M	–	119
2022 Q3	$2.78M	Sell	25,968 -359	-1%	-$43K	3.02%	10
2022 Q2	$3.1M	Sell	26,327 -12,245	-32%	-$1.53M	2.65%	8
2022 Q1	$4.94M	Buy	38,572 +21,328	+124%	+$2.66M	3.51%	6
2021 Q4	$2.11M	Sell	17,244 -1,494	-8%	-$178K	1.47%	17
2021 Q3	$2.15M	Sell	18,738 -7,763	-29%	-$907K	1.73%	20
2021 Q2	$3.09M	Buy	+26,501	New	+$3.15M	2.22%	13

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

All Season Financial Advisors's DVY Position: Q4 2022 in Review

All Season Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2022, closing a stake of 25,968 shares — an estimated $2.78M sold.

All Season Financial Advisors first reported a position in DVY in Q2 2021 and held it in 6 quarters. The position peaked at $4.94M in Q1 2022. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

All Season Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
All Season Financial Advisors sold 25,968 iShares Select Dividend ETF shares in Q4 2022, an estimated $2.78M.
All Season Financial Advisors first reported a position in iShares Select Dividend ETF in Q2 2021 and held it in 6 quarters.
All Season Financial Advisors's iShares Select Dividend ETF position peaked at $4.94M in Q1 2022.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on All Season Financial Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.