Alpha Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Alpha Financial Partners’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	-2,990	Closed	-$350K	–	94
2023 Q1	$350K	Buy	2,990 +808	+37%	+$97.7K	0.39%	49
2022 Q4	$263K	Buy	+2,182	New	+$258K	0.32%	61

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Alpha Financial Partners's DVY Position: Q2 2023 in Review

Alpha Financial Partners sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 2,990 shares — an estimated $350K sold.

Alpha Financial Partners first reported a position in DVY in Q4 2022 and held it in 2 quarters. The position peaked at $350K in Q1 2023. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Alpha Financial Partners reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Alpha Financial Partners sold 2,990 iShares Select Dividend ETF shares in Q2 2023, an estimated $350K.
Alpha Financial Partners first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 2 quarters.
Alpha Financial Partners's iShares Select Dividend ETF position peaked at $350K in Q1 2023.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Alpha Financial Partners's 13F filing for Q2 2023, filed 27 Jul 2023.