Brown Miller Wealth Management’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
2023
Q2
Sell
-2,595
Closed -$304K 122
2023
Q1
$304K Sell
2,595
-75
-3% -$9.07K 0.18% 96
2022
Q4
$322K Hold
2,670
0.2% 93
2022
Q3
$286K Buy
2,670
+71
+3% +$8.51K 0.2% 96
2022
Q2
$305K Hold
2,599
0.21% 92
2022
Q1
$333K Buy
+2,599
New +$325K 0.19% 88

Other funds holding DVY

Brown Miller Wealth Management's DVY Position: Q2 2023 in Review

Brown Miller Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 2,595 shares — an estimated $304K sold.

Brown Miller Wealth Management first reported a position in DVY in Q1 2022 and held it in 5 quarters. The position peaked at $333K in Q1 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • Brown Miller Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Brown Miller Wealth Management sold 2,595 iShares Select Dividend ETF shares in Q2 2023, an estimated $304K.
  • Brown Miller Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 5 quarters.
  • Brown Miller Wealth Management's iShares Select Dividend ETF position peaked at $333K in Q1 2022.
  • 1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Brown Miller Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.