CFO4Life’s iShares Select Dividend ETF DVY Stock Holding History

CFO4Life’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 Q4	$277K	Buy	+2,300	New	+$272K	0.06%	139

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFO4Life's DVY Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Select Dividend ETF (DVY) in Q4 2022: 2,300 shares worth $277K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

1,242 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

CFO4Life held 2,300 shares of iShares Select Dividend ETF worth $277K as of Q4 2022.
iShares Select Dividend ETF was a new CFO4Life position in Q4 2022.
iShares Select Dividend ETF made up 0.06% of CFO4Life's portfolio in Q4 2022, its #139 holding.
1,242 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.