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Elevate Wealth Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Elevate Wealth Advisory’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
Q2 		– Sell
-189
Closed -$23.3K – 112
2024
Q1 		$23.3K Hold
189
– – 0.02% 92
2023
Q4 		$22.2K Buy
+189
New +$20.8K 0.02% 95

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elevate Wealth Advisory's DVY Position: Q2 2024 in Review

Elevate Wealth Advisory sold out of iShares Select Dividend ETF (DVY) in Q2 2024, closing a stake of 189 shares — an estimated $23.3K sold.

Elevate Wealth Advisory first reported a position in DVY in Q4 2023 and held it in 2 quarters. The position peaked at $23.3K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold DVY as of Q2 2024.

  • Elevate Wealth Advisory reported no remaining iShares Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Elevate Wealth Advisory sold 189 iShares Select Dividend ETF shares in Q2 2024, an estimated $23.3K.
  • Elevate Wealth Advisory first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Elevate Wealth Advisory's iShares Select Dividend ETF position peaked at $23.3K in Q1 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2024.

Based on Elevate Wealth Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.