Clearwater Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Clearwater Capital 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	-1,730	Closed	-$203K	–	151
2023 Q1	$203K	Sell	1,730 -663	-28%	-$80.2K	0.02%	144
2022 Q4	$289K	Sell	2,393 -616	-20%	-$72.9K	0.04%	125
2022 Q3	$323K	Hold	3,009	–	–	0.04%	112
2022 Q2	$354K	Buy	3,009 +1,078	+56%	+$135K	0.05%	106
2022 Q1	$247K	Hold	1,931	–	–	0.03%	148
2021 Q4	$237K	Sell	1,931 -180	-9%	-$21.5K	0.03%	154
2021 Q3	$242K	Sell	2,111 -44	-2%	-$5.14K	0.03%	149
2021 Q2	$251K	Hold	2,155	–	–	0.03%	153
2021 Q1	$246K	Sell	2,155 -223	-9%	-$23.6K	0.03%	147
2020 Q4	$229K	Buy	+2,378	New	+$216K	0.03%	142
2020 Q2	–	Sell	-2,847	Closed	-$209K	–	138
2020 Q1	$209K	Sell	2,847 -1,253	-31%	-$120K	0.05%	140
2019 Q4	$433K	Sell	4,100 -292	-7%	-$30.1K	0.07%	131
2019 Q3	$448K	Sell	4,392 -380	-8%	-$37.9K	0.08%	141
2019 Q2	$475K	Sell	4,772 -296	-6%	-$29.2K	0.09%	144
2019 Q1	$498K	Hold	5,068	–	–	0.09%	143
2018 Q4	$453K	Hold	5,068	–	–	0.1%	145
2018 Q3	$506K	Buy	5,068 +1,405	+38%	+$141K	0.1%	141
2018 Q2	$358K	Sell	3,663 -120	-3%	-$11.6K	0.07%	145
2018 Q1	$360K	Sell	3,783 -100	-3%	-$9.77K	0.07%	139
2017 Q4	$383K	Buy	3,883 +325	+9%	+$31.3K	0.08%	136
2017 Q3	$335K	Sell	3,558 -75	-2%	-$6.94K	0.08%	136
2017 Q2	$332K	Buy	3,633 +627	+21%	+$57.7K	0.08%	134
2017 Q1	$273K	Buy	3,006 +683	+29%	+$61.8K	0.07%	138
2016 Q4	$207K	Buy	+2,323	New	+$200K	0.07%	141

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

Clearwater Capital Advisors's DVY Position: Q2 2023 in Review

Clearwater Capital Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 1,730 shares — an estimated $203K sold.

Clearwater Capital Advisors first reported a position in DVY in Q4 2016 and held it in 24 quarters. The position peaked at $506K in Q3 2018. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Clearwater Capital Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Clearwater Capital Advisors sold 1,730 iShares Select Dividend ETF shares in Q2 2023, an estimated $203K.
Clearwater Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and held it in 24 quarters.
Clearwater Capital Advisors's iShares Select Dividend ETF position peaked at $506K in Q3 2018.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Clearwater Capital Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.