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

BerganKDV 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
2023 Q2	$28.3K	Hold	250	–	–	﹤0.01%	452
2023 Q1	$29.3K	Hold	250	–	–	﹤0.01%	462
2022 Q4	$30.1K	Hold	250	–	–	﹤0.01%	444
2022 Q3	$27K	Hold	250	–	–	﹤0.01%	449
2022 Q2	$29K	Hold	250	–	–	﹤0.01%	446
2022 Q1	$32K	Hold	250	–	–	﹤0.01%	450
2021 Q4	$31K	Hold	250	–	–	﹤0.01%	484
2021 Q3	$29K	Hold	250	–	–	﹤0.01%	468
2021 Q2	$29K	Hold	250	–	–	﹤0.01%	466
2021 Q1	$29K	Hold	250	–	–	﹤0.01%	435
2020 Q4	$24K	Hold	250	–	–	﹤0.01%	442
2020 Q3	$20K	Hold	250	–	–	﹤0.01%	427
2020 Q2	$20K	Hold	250	–	–	﹤0.01%	455
2020 Q1	$18K	Sell	250 -570	-70%	-$54.5K	﹤0.01%	429
2019 Q4	$87K	Sell	820 -191	-19%	-$19.7K	0.02%	287
2019 Q3	$103K	Buy	1,011 +5	+0.5%	+$499	0.02%	257
2019 Q2	$100K	Sell	1,006 -20	-2%	-$1.97K	0.02%	261
2019 Q1	$101K	Sell	1,026 -1,355	-57%	-$130K	0.02%	277
2018 Q4	$213K	Buy	2,381 +33	+1%	+$3.16K	0.05%	179
2018 Q3	$234K	Sell	2,348 -86	-4%	-$8.62K	0.05%	194
2018 Q2	$238K	Sell	2,434 -219	-8%	-$21.3K	0.05%	187
2018 Q1	$252K	Sell	2,653 -1,150	-30%	-$112K	0.07%	169
2017 Q4	$375K	Buy	3,803 +23	+0.6%	+$2.21K	0.09%	143
2017 Q3	$354K	Sell	3,780 -599	-14%	-$55.4K	0.09%	151
2017 Q2	$404K	Buy	4,379 +18	+0.4%	+$1.66K	0.11%	127
2017 Q1	$397K	Sell	4,361 -701	-14%	-$63.5K	0.12%	129
2016 Q4	$448K	Buy	5,062 +628	+14%	+$54.1K	0.15%	122
2016 Q3	$380K	Buy	+4,434	New	+$383K	0.13%	123

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

BerganKDV Wealth Management's DVY Position: Q2 2023 in Review

BerganKDV Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2023 at 250 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

BerganKDV Wealth Management first reported a position in DVY in Q3 2016 and has held it in 28 quarters since. The position peaked at $448K in Q4 2016. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

BerganKDV Wealth Management held 250 shares of iShares Select Dividend ETF worth $28.3K as of Q2 2023.
BerganKDV Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2023.
iShares Select Dividend ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #452 holding.
BerganKDV Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2016 and has held it in 28 quarters since.
BerganKDV Wealth Management's iShares Select Dividend ETF position peaked at $448K in Q4 2016.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.