DeDora Capital’s iShares Select Dividend ETF DVY Stock Holding History

DeDora Capital’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 Q2	–	Sell	-95	Closed	-$12K	–	188
2022 Q1	$12K	Buy	+95	New	+$11.9K	﹤0.01%	293
2020 Q1	–	Sell	-2,520	Closed	-$266K	–	91
2019 Q4	$266K	Sell	2,520 -11	-0.4%	-$1.13K	0.16%	87
2019 Q3	$258K	Sell	2,531 -1,832	-42%	-$183K	0.18%	79
2019 Q2	$434K	Hold	4,363	–	–	0.31%	60
2019 Q1	$428K	Hold	4,363	–	–	0.32%	59
2018 Q4	$390K	Buy	4,363 +80	+2%	+$7.66K	0.35%	56
2018 Q3	$427K	Buy	4,283 +244	+6%	+$24.5K	0.32%	55
2018 Q2	$395K	Hold	4,039	–	–	0.31%	60
2018 Q1	$384K	Buy	4,039 +777	+24%	+$75.9K	0.31%	60
2017 Q4	$322K	Buy	+3,262	New	+$314K	0.27%	65

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

DeDora Capital's DVY Position: Q2 2022 in Review

DeDora Capital sold out of iShares Select Dividend ETF (DVY) in Q2 2022, closing a stake of 95 shares — an estimated $12K sold.

DeDora Capital first reported a position in DVY in Q4 2017 and held it in 10 quarters. The position peaked at $434K in Q2 2019. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

DeDora Capital reported no remaining iShares Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 95 iShares Select Dividend ETF shares in Q2 2022, an estimated $12K.
DeDora Capital first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 10 quarters.
DeDora Capital's iShares Select Dividend ETF position peaked at $434K in Q2 2019.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.