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Arrow Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Arrow Investment Advisors’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
-48,475
Closed -$5.68M – 68
2023
Q1 		$5.68M Sell
48,475
-3,185
-6% -$385K 4.15% 11
2022
Q4 		$6.23M Sell
51,660
-3,763
-7% -$445K 4.38% 9
2022
Q3 		$5.94M Buy
55,423
+12,177
+28% +$1.46M 4.59% 10
2022
Q2 		$5.09M Buy
43,246
+8,173
+23% +$1.02M 4.07% 10
2022
Q1 		$4.49M Buy
+35,073
New +$4.38M 3.33% 11
2016
Q4 		– Sell
-257,876
Closed -$22.1M – 70
2016
Q3 		$22.1M Sell
257,876
-19,997
-7% -$1.73M 5.17% 8
2016
Q2 		$23.7M Buy
+277,873
New +$22.9M 5.14% 9

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arrow Investment Advisors's DVY Position: Q2 2023 in Review

Arrow Investment Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 48,475 shares — an estimated $5.68M sold.

Arrow Investment Advisors first reported a position in DVY in Q2 2016 and held it in 7 quarters. The position peaked at $23.7M in Q2 2016. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • Arrow Investment Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Arrow Investment Advisors sold 48,475 iShares Select Dividend ETF shares in Q2 2023, an estimated $5.68M.
  • Arrow Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2016 and held it in 7 quarters.
  • Arrow Investment Advisors's iShares Select Dividend ETF position peaked at $23.7M in Q2 2016.
  • 1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Arrow Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.