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Alliance Wealth Advisors (Pennsylvania)’s iShares Select Dividend ETF DVY Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2023
Q2 		– Sell
-1,900
Closed -$223K – 127
2023
Q1 		$223K Sell
1,900
-150
-7% -$18.1K 0.17% 114
2022
Q4 		$247K Buy
+2,050
New +$243K 0.21% 97

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s DVY Position: Q2 2023 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 1,900 shares — an estimated $223K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in DVY in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q4 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 1,900 iShares Select Dividend ETF shares in Q2 2023, an estimated $223K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 2 quarters.
  • Alliance Wealth Advisors (Pennsylvania)'s iShares Select Dividend ETF position peaked at $247K in Q4 2022.
  • 1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2023, filed 24 Jul 2023.