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

Aspire 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
2024 Q3	$6.48K	Hold	48	–	–	﹤0.01%	176
2024 Q2	$5.81K	Hold	48	–	–	﹤0.01%	161
2024 Q1	$5.91K	Hold	48	–	–	﹤0.01%	168
2023 Q4	$5.63K	Hold	48	–	–	﹤0.01%	166
2023 Q3	$5.17K	Hold	48	–	–	﹤0.01%	163
2023 Q2	$5.44K	Hold	48	–	–	﹤0.01%	171
2023 Q1	$5.63K	Hold	48	–	–	﹤0.01%	166
2022 Q4	$5.79K	Hold	48	–	–	0.01%	166
2022 Q3	$5K	Hold	48	–	–	﹤0.01%	153
2022 Q2	$6K	Sell	48 -48	-50%	-$6.01K	0.01%	156
2022 Q1	$12K	Sell	96 -248	-72%	-$31K	0.01%	144
2021 Q4	$42K	Buy	+344	New	+$41K	0.03%	127

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

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

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

Aspire Wealth Management's DVY Position: Q3 2024 in Review

Aspire Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q3 2024 at 48 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Aspire Wealth Management first reported a position in DVY in Q4 2021 and has held it in 12 quarters since. The position peaked at $42K in Q4 2021. 1,254 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

Aspire Wealth Management held 48 shares of iShares Select Dividend ETF worth $6.48K as of Q3 2024.
Aspire Wealth Management left its iShares Select Dividend ETF share count unchanged in Q3 2024.
iShares Select Dividend ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #176 holding.
Aspire Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Select Dividend ETF position peaked at $42K in Q4 2021.
1,254 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.