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

Artemis 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
2022 Q3	–	Sell	-469	Closed	-$55.1K	–	112
2022 Q2	$55.1K	Buy	469 +4	+0.9%	+$501	0.02%	65
2022 Q1	$59.6K	Buy	465 +3	+0.6%	+$375	0.01%	31
2021 Q4	$56.6K	Buy	462 +7	+2%	+$834	0.01%	40
2021 Q3	$52.1K	Hold	455	–	–	0.01%	45
2021 Q2	$53K	Buy	455 +8	+2%	+$951	0.01%	46
2021 Q1	$51K	Hold	447	–	–	0.01%	47
2020 Q4	$43K	Buy	447 +4	+0.9%	+$363	0.01%	46
2020 Q3	$36.1K	Buy	443 +5	+1%	+$417	0.01%	47
2020 Q2	$35.4K	Hold	438	–	–	0.01%	36
2020 Q1	$32.2K	Hold	438	–	–	0.01%	34
2019 Q4	$46.3K	Buy	+438	New	+$45.1K	0.02%	46

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Artemis Wealth Advisors's DVY Position: Q3 2022 in Review

Artemis Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 469 shares — an estimated $55.1K sold.

Artemis Wealth Advisors first reported a position in DVY in Q4 2019 and held it in 11 quarters. The position peaked at $59.6K in Q1 2022. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Artemis Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Artemis Wealth Advisors sold 469 iShares Select Dividend ETF shares in Q3 2022, an estimated $55.1K.
Artemis Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 11 quarters.
Artemis Wealth Advisors's iShares Select Dividend ETF position peaked at $59.6K in Q1 2022.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Artemis Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.