Destiny Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-3	Closed	-$362	–	301
2022 Q4	$362	Hold	3	–	–	﹤0.01%	659
2022 Q3	$0	Sell	3 -1,396	-100%	-$167K	﹤0.01%	582
2022 Q2	$165K	Hold	1,399	–	–	0.04%	201
2022 Q1	$179K	Buy	1,399 +3	+0.2%	+$375	0.03%	168
2021 Q4	$171K	Hold	1,396	–	–	0.03%	193
2021 Q3	$160K	Buy	+1,396	New	+$163K	0.03%	180
2021 Q2	–	Sell	-1,396	Closed	-$159K	–	269
2021 Q1	$159K	Hold	1,396	–	–	0.03%	179
2020 Q4	$134K	Buy	+1,396	New	+$127K	0.03%	230

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Destiny Wealth Partners's DVY Position: Q1 2023 in Review

Destiny Wealth Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2023, closing a stake of 3 shares — an estimated $362 sold.

Destiny Wealth Partners first reported a position in DVY in Q4 2020 and held it in 8 quarters. The position peaked at $179K in Q1 2022. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.

Destiny Wealth Partners reported no remaining iShares Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 3 iShares Select Dividend ETF shares in Q1 2023, an estimated $362.
Destiny Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's iShares Select Dividend ETF position peaked at $179K in Q1 2022.
1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.