Bel Air Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$521K Buy
4,465
+199
+5% +$23.7K 0.02% 255
2021
Q1
$487K Buy
+4,266
New +$451K 0.02% 262

Other funds holding DVY

Bel Air Investment Advisors's DVY Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 4.7% in Q2 2021, buying an estimated $23.7K and bringing the position to 4,465 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #255.

Bel Air Investment Advisors first reported a position in DVY in Q1 2021 and has held it in 2 quarters since. 1,034 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

  • Bel Air Investment Advisors held 4,465 shares of iShares Select Dividend ETF worth $521K as of Q2 2021.
  • Bel Air Investment Advisors bought 199 iShares Select Dividend ETF shares in Q2 2021, an estimated $23.7K.
  • iShares Select Dividend ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #255 holding.
  • Bel Air Investment Advisors first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,034 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.