B. Riley Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

B. Riley 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	$834	Buy	7,090 +4,743	+202%	+$594K	﹤0.01%	326
2022 Q1	$301K	Sell	2,347 -143	-6%	-$17.9K	0.02%	447
2021 Q4	$305K	Buy	2,490 +163	+7%	+$19.4K	0.02%	469
2021 Q3	$267K	Buy	+2,327	New	+$272K	0.02%	484
2020 Q3	–	Sell	-47,837	Closed	-$3.86M	–	440
2020 Q2	$3.86M	Sell	47,837 -13,064	-21%	-$1.04M	0.42%	58
2020 Q1	$4.48M	Sell	60,901 -22,621	-27%	-$2.16M	0.47%	58
2019 Q4	$8.82M	Buy	83,522 +50,905	+156%	+$5.24M	1.32%	15
2019 Q3	$3.33M	Sell	32,617 -124	-0.4%	-$12.4K	0.58%	41
2019 Q2	$3.26K	Sell	32,741 -4,604	-12%	-$454K	0.5%	42
2019 Q1	$3.67M	Buy	37,345 +10,527	+39%	+$1.01M	0.64%	37
2018 Q4	$2.4M	Buy	26,818 +8,807	+49%	+$844K	0.5%	46
2018 Q3	$1.8M	Buy	+18,011	New	+$1.81M	0.44%	48
2015 Q3	–	Sell	-439	Closed	-$32K	–	291
2015 Q2	$32K	Sell	439 -11,154	-96%	-$871K	0.03%	511
2015 Q1	$903K	Buy	11,593 +113	+1%	+$8.94K	0.68%	24
2014 Q4	$911K	Buy	11,480 +1,000	+10%	+$77.2K	0.75%	25
2014 Q3	$774K	Buy	10,480 +4,295	+69%	+$324K	0.57%	35
2014 Q2	$476K	Buy	6,185 +1,203	+24%	+$89.9K	0.31%	78
2014 Q1	$365K	Buy	+4,982	New	+$353K	0.27%	92

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

B. Riley Wealth Management's DVY Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 202% in Q2 2022, buying an estimated $594K and bringing the position to 7,090 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #326.

B. Riley Wealth Management first reported a position in DVY in Q1 2014 and has held it in 18 quarters since. The position peaked at $8.82M in Q4 2019. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

B. Riley Wealth Management held 7,090 shares of iShares Select Dividend ETF worth $834 as of Q2 2022.
B. Riley Wealth Management bought 4,743 iShares Select Dividend ETF shares in Q2 2022, an estimated $594K.
iShares Select Dividend ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #326 holding.
B. Riley Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2014 and has held it in 18 quarters since.
B. Riley Wealth Management's iShares Select Dividend ETF position peaked at $8.82M in Q4 2019.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.