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

Destiny 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
2023 Q2	$442K	Hold	3,899	–	–	0.34%	31
2023 Q1	$457K	Buy	+3,899	New	+$472K	0.37%	29

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

Destiny Capital's DVY Position: Q2 2023 in Review

Destiny Capital held its iShares Select Dividend ETF (DVY) position steady in Q2 2023 at 3,899 shares worth $442K. The position accounts for 0.34% of the portfolio, ranked #31.

Destiny Capital first reported a position in DVY in Q1 2023 and has held it in 2 quarters since. The position peaked at $457K in Q1 2023. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Destiny Capital held 3,899 shares of iShares Select Dividend ETF worth $442K as of Q2 2023.
Destiny Capital left its iShares Select Dividend ETF share count unchanged in Q2 2023.
iShares Select Dividend ETF made up 0.34% of Destiny Capital's portfolio in Q2 2023, its #31 holding.
Destiny Capital first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 2 quarters since.
Destiny Capital's iShares Select Dividend ETF position peaked at $457K in Q1 2023.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Destiny Capital's 13F filing for Q2 2023, filed 3 Aug 2023.