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

Cascade Investment Advisors’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	–	Sell	-325	Closed	-$38.1K	–	138
2023 Q1	$38.1K	Buy	+325	New	+$39.3K	0.03%	154
2022 Q3	–	Sell	-325	Closed	-$38.2K	–	135
2022 Q2	$38.2K	Hold	325	–	–	0.03%	162
2022 Q1	$41.6K	Hold	325	–	–	0.03%	175
2021 Q4	$39.8K	Hold	325	–	–	0.02%	177
2021 Q3	$37.3K	Hold	325	–	–	0.02%	171
2021 Q2	$37.9K	Hold	325	–	–	0.02%	177
2021 Q1	$37.1K	Hold	325	–	–	0.02%	176
2020 Q4	$31.3K	Hold	325	–	–	0.02%	179
2020 Q3	$26.5K	Hold	325	–	–	0.02%	177
2020 Q2	$26.2K	Hold	325	–	–	0.02%	173
2020 Q1	$23.9K	Hold	325	–	–	0.03%	168
2019 Q4	$34.3K	Hold	325	–	–	0.03%	170
2019 Q3	$33.1K	Hold	325	–	–	0.03%	171
2019 Q2	$32.4K	Sell	325 -50	-13%	-$4.93K	0.03%	165
2019 Q1	$36.8K	Hold	375	–	–	0.03%	149
2018 Q4	$33.5K	Buy	+375	New	+$35.9K	0.03%	144

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

Cascade Investment Advisors's DVY Position: Q2 2023 in Review

Cascade Investment Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 325 shares — an estimated $38.1K sold.

Cascade Investment Advisors first reported a position in DVY in Q4 2018 and held it in 16 quarters. The position peaked at $41.6K in Q1 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Cascade Investment Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 325 iShares Select Dividend ETF shares in Q2 2023, an estimated $38.1K.
Cascade Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 16 quarters.
Cascade Investment Advisors's iShares Select Dividend ETF position peaked at $41.6K in Q1 2022.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.