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ARS Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

ARS Wealth 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
2017
Q2 		– Sell
-4,482
Closed -$408K – 116
2017
Q1 		$408K Buy
4,482
+521
+13% +$47.2K 0.17% 71
2016
Q4 		$351K Buy
3,961
+88
+2% +$7.58K 0.16% 68
2016
Q3 		$332K Buy
+3,873
New +$334K 0.14% 67

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

ARS Wealth Advisors's DVY Position: Q2 2017 in Review

ARS Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2017, closing a stake of 4,482 shares — an estimated $408K sold.

ARS Wealth Advisors first reported a position in DVY in Q3 2016 and held it in 3 quarters. The position peaked at $408K in Q1 2017. 706 funds tracked by Wall St. Rank hold DVY as of Q2 2017.

  • ARS Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • ARS Wealth Advisors sold 4,482 iShares Select Dividend ETF shares in Q2 2017, an estimated $408K.
  • ARS Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2016 and held it in 3 quarters.
  • ARS Wealth Advisors's iShares Select Dividend ETF position peaked at $408K in Q1 2017.
  • 706 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2017.

Based on ARS Wealth Advisors's 13F filing for Q2 2017, filed 11 Jun 2021.