Apexium Financial’s iShares Select Dividend ETF DVY Stock Holding History

Apexium Financial’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
2024 Q1	–	Sell	-15,907	Closed	-$1.86M	–	240
2023 Q4	$1.86M	Buy	+15,907	New	+$1.75M	0.13%	78
2023 Q2	–	Sell	-2,959	Closed	-$347K	–	222
2023 Q1	$347K	Buy	+2,959	New	+$358K	0.03%	159
2020 Q1	–	Sell	-4,684	Closed	-$495K	–	68
2019 Q4	$495K	Buy	+4,684	New	+$482K	0.64%	33

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Apexium Financial's DVY Position: Q1 2024 in Review

Apexium Financial sold out of iShares Select Dividend ETF (DVY) in Q1 2024, closing a stake of 15,907 shares — an estimated $1.86M sold.

Apexium Financial first reported a position in DVY in Q4 2019 and held it in 3 quarters. The position peaked at $1.86M in Q4 2023. 1,228 funds tracked by Wall St. Rank hold DVY as of Q1 2024.

Apexium Financial reported no remaining iShares Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Apexium Financial sold 15,907 iShares Select Dividend ETF shares in Q1 2024, an estimated $1.86M.
Apexium Financial first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 3 quarters.
Apexium Financial's iShares Select Dividend ETF position peaked at $1.86M in Q4 2023.
1,228 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.