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Buckingham Strategic Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$325K Buy
2,690
+10
+0.4% +$1.21K ﹤0.01% 580
2024
Q1 		$330K Sell
2,680
-66
-2% -$7.73K ﹤0.01% 567
2023
Q4 		$322K Sell
2,746
-459
-14% -$50.5K ﹤0.01% 554
2023
Q3 		$345K Sell
3,205
-937
-23% -$107K ﹤0.01% 505
2023
Q2 		$469K Buy
4,142
+192
+5% +$21.9K 0.01% 438
2023
Q1 		$476K Hold
3,950
– – 0.01% 387
2022
Q4 		$476K Sell
3,950
-2,494
-39% -$295K 0.01% 389
2022
Q3 		$691K Buy
6,444
+1,008
+19% +$121K 0.01% 305
2022
Q2 		$640K Buy
5,436
+3,571
+191% +$447K 0.01% 321
2022
Q1 		$239K Buy
1,865
+195
+12% +$24.4K ﹤0.01% 525
2021
Q4 		$205K Buy
+1,670
New +$199K ﹤0.01% 560
2021
Q2 		– Sell
-1,770
Closed -$202K – 593
2021
Q1 		$202K Buy
+1,770
New +$187K 0.01% 521
2020
Q1 		– Sell
-3,013
Closed -$318K – 481
2019
Q4 		$318K Buy
3,013
+720
+31% +$74.2K 0.03% 341
2019
Q3 		$234K Buy
+2,293
New +$229K 0.03% 370
2019
Q1 		– Sell
-3,098
Closed -$277K – 420
2018
Q4 		$277K Buy
3,098
+812
+36% +$77.8K 0.04% 280
2018
Q3 		$228K Sell
2,286
-681
-23% -$68.3K 0.04% 324
2018
Q2 		$290K Buy
2,967
+243
+9% +$23.6K 0.05% 265
2018
Q1 		$259K Sell
2,724
-68
-2% -$6.64K 0.05% 260
2017
Q4 		$275K Buy
2,792
+550
+25% +$52.9K 0.06% 250
2017
Q3 		$210K Hold
2,242
– – 0.05% 272
2017
Q2 		$207K Buy
+2,242
New +$206K 0.05% 278

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buckingham Strategic Wealth's DVY Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares Select Dividend ETF (DVY) stake by 0.37% in Q2 2024, buying an estimated $1.21K and bringing the position to 2,690 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Buckingham Strategic Wealth first reported a position in DVY in Q2 2017 and has held it in 21 quarters since. The position peaked at $691K in Q3 2022. 1,215 funds tracked by Wall St. Rank hold DVY as of Q2 2024.

  • Buckingham Strategic Wealth held 2,690 shares of iShares Select Dividend ETF worth $325K as of Q2 2024.
  • Buckingham Strategic Wealth bought 10 iShares Select Dividend ETF shares in Q2 2024, an estimated $1.21K.
  • iShares Select Dividend ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #580 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Select Dividend ETF in Q2 2017 and has held it in 21 quarters since.
  • Buckingham Strategic Wealth's iShares Select Dividend ETF position peaked at $691K in Q3 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.