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

Altium Wealth Management’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 Q2	$246K	Hold	2,093	–	–	0.02%	323
2022 Q1	$268K	Sell	2,093 -199	-9%	-$24.9K	0.02%	326
2021 Q4	$281K	Sell	2,292 -1,000	-30%	-$119K	0.02%	328
2021 Q3	$378K	Hold	3,292	–	–	0.03%	281
2021 Q2	$384K	Hold	3,292	–	–	0.03%	271
2021 Q1	$376K	Hold	3,292	–	–	0.03%	268
2020 Q4	$317K	Sell	3,292 -1,756	-35%	-$159K	0.03%	274
2020 Q3	$412K	Sell	5,048 -320	-6%	-$26.7K	0.04%	211
2020 Q2	$433K	Buy	5,368 +25	+0.5%	+$2K	0.05%	200
2020 Q1	$393K	Sell	5,343 -119	-2%	-$11.4K	0.05%	165
2019 Q4	$577K	Buy	5,462 +639	+13%	+$65.8K	0.07%	158
2019 Q3	$492K	Sell	4,823 -813	-14%	-$81.1K	0.07%	163
2019 Q2	$561K	Buy	5,636 +758	+16%	+$74.8K	0.08%	150
2019 Q1	$479K	Sell	4,878 -200	-4%	-$19.2K	0.08%	164
2018 Q4	$454K	Hold	5,078	–	–	0.09%	155
2018 Q3	$507K	Buy	5,078 +1,075	+27%	+$108K	0.1%	151
2018 Q2	$391K	Buy	+4,003	New	+$388K	0.1%	143

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Altium Wealth Management's DVY Position: Q2 2022 in Review

Altium Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2022 at 2,093 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #323.

Altium Wealth Management first reported a position in DVY in Q2 2018 and has held it in 17 quarters since. The position peaked at $577K in Q4 2019. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

Altium Wealth Management held 2,093 shares of iShares Select Dividend ETF worth $246K as of Q2 2022.
Altium Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2022.
iShares Select Dividend ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #323 holding.
Altium Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2018 and has held it in 17 quarters since.
Altium Wealth Management's iShares Select Dividend ETF position peaked at $577K in Q4 2019.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.