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

Aries 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 		– Sell
-56,887
Closed -$7.29M – 182
2022
Q1 		$7.29M Buy
+56,887
New +$7.11M 3.16% 13

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Aries Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2022, closing a stake of 56,887 shares — an estimated $7.29M sold.

Aries Wealth Management first reported a position in DVY in Q1 2022 and held it in 1 quarter. The position peaked at $7.29M in Q1 2022. 1,174 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

  • Aries Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 56,887 iShares Select Dividend ETF shares in Q2 2022, an estimated $7.29M.
  • Aries Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's iShares Select Dividend ETF position peaked at $7.29M in Q1 2022.
  • 1,174 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.