Apeiron RIA’s iShares Select Dividend ETF DVY Stock Holding History

Apeiron RIA’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	-4,334	Closed	-$508K	–	192
2023 Q1	$508K	Buy	+4,334	New	+$524K	0.17%	93

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

Apeiron RIA's DVY Position: Q2 2023 in Review

Apeiron RIA sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 4,334 shares — an estimated $508K sold.

Apeiron RIA first reported a position in DVY in Q1 2023 and held it in 1 quarter. The position peaked at $508K in Q1 2023. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Apeiron RIA reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Apeiron RIA sold 4,334 iShares Select Dividend ETF shares in Q2 2023, an estimated $508K.
Apeiron RIA first reported a position in iShares Select Dividend ETF in Q1 2023 and held it in 1 quarter.
Apeiron RIA's iShares Select Dividend ETF position peaked at $508K in Q1 2023.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Apeiron RIA's 13F filing for Q2 2023, filed 20 Jul 2023.