Dixon Hughes Goodman Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$31K Sell
242
-227
-48% -$28.4K 0.01% 375
2021
Q4
$57K Buy
+469
New +$55.9K 0.02% 252

Other funds holding DVY

Dixon Hughes Goodman Wealth Advisors's DVY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 48% in Q1 2022, selling an estimated $28.4K and leaving 242 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #375.

Dixon Hughes Goodman Wealth Advisors first reported a position in DVY in Q4 2021 and has held it in 2 quarters since. The position peaked at $57K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 242 shares of iShares Select Dividend ETF worth $31K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 227 iShares Select Dividend ETF shares in Q1 2022, an estimated $28.4K.
  • iShares Select Dividend ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #375 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares Select Dividend ETF position peaked at $57K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.