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

BDO 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
2023
Q2 		$769K Buy
6,784
+118
+2% +$13.4K 0.09% 150
2023
Q1 		$781K Buy
6,666
+309
+5% +$37.4K 0.1% 141
2022
Q4 		$767K Buy
6,357
+705
+12% +$83.4K 0.1% 142
2022
Q3 		$606K Sell
5,652
-293
-5% -$35.1K 0.08% 155
2022
Q2 		$699K Buy
5,945
+132
+2% +$16.5K 0.09% 146
2022
Q1 		$745K Buy
5,813
+5
+0.1% +$625 0.08% 152
2021
Q4 		$712K Sell
5,808
-250
-4% -$29.8K 0.08% 158
2021
Q3 		$695K Sell
6,058
-159
-3% -$18.6K 0.08% 159
2021
Q2 		$725K Sell
6,217
-910
-13% -$108K 0.08% 160
2021
Q1 		$813K Buy
7,127
+5,185
+267% +$548K 0.1% 147
2020
Q4 		$187K Buy
1,942
+61
+3% +$5.54K 0.03% 238
2020
Q3 		$153K Sell
1,881
-204
-10% -$17K 0.02% 241
2020
Q2 		$168K Sell
2,085
-2,064
-50% -$165K 0.03% 231
2020
Q1 		$305K Buy
4,149
+1,971
+90% +$188K 0.06% 160
2019
Q4 		$230K Sell
2,178
-420
-16% -$43.3K 0.06% 180
2019
Q3 		$265K Sell
2,598
-187
-7% -$18.6K 0.07% 167
2019
Q2 		$277K Sell
2,785
-952
-25% -$93.9K 0.08% 155
2019
Q1 		$367K Sell
3,737
-570
-13% -$54.6K 0.11% 124
2018
Q4 		$385K Sell
4,307
-2,286
-35% -$219K 0.13% 110
2018
Q3 		$658K Sell
6,593
-1,112
-14% -$111K 0.21% 87
2018
Q2 		$753K Sell
7,705
-1,399
-15% -$136K 0.26% 74
2018
Q1 		$866K Buy
9,104
+8,008
+731% +$782K 0.33% 58
2017
Q4 		$108K Buy
1,096
+730
+199% +$70.3K 0.05% 150
2017
Q3 		$34K Sell
366
-8,005
-96% -$740K 0.02% 222
2017
Q2 		$772K Buy
+8,371
New +$770K 0.34% 55

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

BDO Wealth Advisors's DVY Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 1.8% in Q2 2023, buying an estimated $13.4K and bringing the position to 6,784 shares worth $769K. The position accounts for 0.09% of the portfolio, ranked #150.

BDO Wealth Advisors first reported a position in DVY in Q2 2017 and has held it in 25 quarters since. The position peaked at $866K in Q1 2018. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • BDO Wealth Advisors held 6,784 shares of iShares Select Dividend ETF worth $769K as of Q2 2023.
  • BDO Wealth Advisors bought 118 iShares Select Dividend ETF shares in Q2 2023, an estimated $13.4K.
  • iShares Select Dividend ETF made up 0.09% of BDO Wealth Advisors's portfolio in Q2 2023, its #150 holding.
  • BDO Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares Select Dividend ETF position peaked at $866K in Q1 2018.
  • 1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.