Comprehensive Financial Consultants Institutional’s iShares Select Dividend ETF DVY Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-16,605	Closed	-$1.95M	–	162
2023 Q4	$1.95M	Sell	16,605 -1,339	-7%	-$147K	0.91%	37
2023 Q3	$1.93M	Sell	17,944 -483	-3%	-$54.9K	1.02%	32
2023 Q2	$2.11M	Sell	18,427 -922	-5%	-$105K	1.11%	28
2023 Q1	$2.27M	Sell	19,349 -789	-4%	-$95.4K	1.28%	21
2022 Q4	$2.52M	Buy	20,138 +1	+0%	+$118	1.52%	16
2022 Q3	$2.23M	Sell	20,137 -1,473	-7%	-$177K	1.47%	16
2022 Q2	$2.54M	Sell	21,610 -341	-2%	-$42.7K	1.8%	9
2022 Q1	$2.78M	Buy	21,951 +134	+0.6%	+$16.7K	1.93%	6
2021 Q4	$2.7M	Buy	+21,817	New	+$2.6M	1.73%	7

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DVY Position: Q1 2024 in Review

Comprehensive Financial Consultants Institutional sold out of iShares Select Dividend ETF (DVY) in Q1 2024, closing a stake of 16,605 shares — an estimated $1.95M sold.

Comprehensive Financial Consultants Institutional first reported a position in DVY in Q4 2021 and held it in 9 quarters. The position peaked at $2.78M in Q1 2022. 1,228 funds tracked by Wall St. Rank hold DVY as of Q1 2024.

Comprehensive Financial Consultants Institutional reported no remaining iShares Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 16,605 iShares Select Dividend ETF shares in Q1 2024, an estimated $1.95M.
Comprehensive Financial Consultants Institutional first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 9 quarters.
Comprehensive Financial Consultants Institutional's iShares Select Dividend ETF position peaked at $2.78M in Q1 2022.
1,228 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2024, filed 2 May 2024.