Brightworth’s iShares Select Dividend ETF DVY Stock Holding History

Brightworth’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 Q3	$201K	Hold	1,874	–	–	0.02%	125
2022 Q2	$221K	Sell	1,874 -86	-4%	-$10.8K	0.02%	122
2022 Q1	$251K	Buy	1,960 +13	+0.7%	+$1.62K	0.03%	115
2021 Q4	$239K	Buy	1,947 +32	+2%	+$3.81K	0.02%	113
2021 Q3	$219K	Sell	1,915 -1	-0.1%	-$117	0.02%	108
2021 Q2	$223K	Buy	1,916 +32	+2%	+$3.81K	0.02%	99
2021 Q1	$215K	Buy	+1,884	New	+$199K	0.02%	96
2018 Q1	–	Sell	-2,121	Closed	-$209K	–	130
2017 Q4	$209K	Sell	2,121 -1,175	-36%	-$113K	0.05%	114
2017 Q3	$309K	Buy	+3,296	New	+$305K	0.08%	95

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

Brightworth's DVY Position: Q3 2022 in Review

Brightworth held its iShares Select Dividend ETF (DVY) position steady in Q3 2022 at 1,874 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #125.

Brightworth first reported a position in DVY in Q3 2017 and has held it in 9 quarters since. The position peaked at $309K in Q3 2017. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Brightworth held 1,874 shares of iShares Select Dividend ETF worth $201K as of Q3 2022.
Brightworth left its iShares Select Dividend ETF share count unchanged in Q3 2022.
iShares Select Dividend ETF made up 0.02% of Brightworth's portfolio in Q3 2022, its #125 holding.
Brightworth first reported a position in iShares Select Dividend ETF in Q3 2017 and has held it in 9 quarters since.
Brightworth's iShares Select Dividend ETF position peaked at $309K in Q3 2017.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.