Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $480K | Hold |
3,912
| – | – | 0.06% | 34 |
|
|
2021
Q3 | $449K | Hold |
3,912
| – | – | 0.07% | 34 |
|
|
2021
Q2 | $456K | Hold |
3,912
| – | – | 0.07% | 33 |
|
|
2021
Q1 | $446K | Sell |
3,912
-282
| -7% | -$29.8K | 0.07% | 31 |
|
|
2020
Q4 | $403K | Buy |
4,194
+157
| +4% | +$14.2K | 0.07% | 27 |
|
|
2020
Q3 | $329K | Sell |
4,037
-186
| -4% | -$15.5K | 0.07% | 29 |
|
|
2020
Q2 | $341K | Buy |
4,223
+90
| +2% | +$7.19K | 0.07% | 28 |
|
|
2020
Q1 | $304K | Hold |
4,133
| – | – | 0.07% | 30 |
|
|
2019
Q4 | $437K | Sell |
4,133
-666
| -14% | -$68.6K | 0.08% | 29 |
|
|
2019
Q3 | $489K | Hold |
4,799
| – | – | 0.1% | 28 |
|
|
2019
Q2 | $478K | Buy |
4,799
+42
| +0.9% | +$4.14K | 0.1% | 29 |
|
|
2019
Q1 | $467K | Sell |
4,757
-66
| -1% | -$6.32K | 0.1% | 29 |
|
|
2018
Q4 | $431K | Buy |
4,823
+82
| +2% | +$7.85K | 0.1% | 28 |
|
|
2018
Q3 | $473K | Sell |
4,741
-108
| -2% | -$10.8K | 0.1% | 26 |
|
|
2018
Q2 | $474K | Buy |
4,849
+146
| +3% | +$14.2K | 0.1% | 26 |
|
|
2018
Q1 | $447K | Buy |
4,703
+38
| +0.8% | +$3.71K | 0.1% | 26 |
|
|
2017
Q4 | $460K | Buy |
4,665
+73
| +2% | +$7.03K | 0.1% | 26 |
|
|
2017
Q3 | $430K | Sell |
4,592
-29
| -0.6% | -$2.68K | 0.1% | 26 |
|
|
2017
Q2 | $426K | Hold |
4,621
| – | – | 0.09% | 26 |
|
|
2017
Q1 | $421K | Sell |
4,621
-73
| -2% | -$6.61K | 0.1% | 27 |
|
|
2016
Q4 | $416K | Sell |
4,694
-204
| -4% | -$17.6K | 0.1% | 28 |
|
|
2016
Q3 | $420K | Sell |
4,898
-237
| -5% | -$20.5K | 0.1% | 27 |
|
|
2016
Q2 | $438K | Buy |
5,135
+41
| +0.8% | +$3.38K | 0.11% | 27 |
|
|
2016
Q1 | $416K | Buy |
5,094
+86
| +2% | +$6.56K | 0.11% | 27 |
|
|
2015
Q4 | $376K | Buy |
5,008
+45
| +0.9% | +$3.42K | 0.1% | 27 |
|
|
2015
Q3 | $361K | Sell |
4,963
-1,494
| -23% | -$112K | 0.1% | 28 |
|
|
2015
Q2 | $485K | Buy |
6,457
+49
| +0.8% | +$3.83K | 0.12% | 28 |
|
|
2015
Q1 | $499K | Buy |
6,408
+50
| +0.8% | +$3.96K | 0.13% | 28 |
|
|
2014
Q4 | $505K | Buy |
6,358
+22
| +0.3% | +$1.7K | 0.15% | 26 |
|
|
2014
Q3 | $468K | Buy |
6,336
+48
| +0.8% | +$3.62K | 0.15% | 26 |
|
|
2014
Q2 | $484K | Buy |
6,288
+51
| +0.8% | +$3.81K | 0.15% | 26 |
|
|
2014
Q1 | $457K | Hold |
6,237
| – | – | 0.15% | 26 |
|
|
2013
Q4 | $445K | Buy |
6,237
+96
| +2% | +$6.68K | 0.15% | 26 |
|
|
2013
Q3 | $407K | Buy |
6,141
+51
| +0.8% | +$3.39K | 0.15% | 25 |
|
|
2013
Q2 | $390K | Buy |
+6,090
| New | +$394K | 0.15% | 24 |
|
Other funds holding DVY
Emery Howard Portfolio Management's DVY Position: Q4 2021 in Review
Emery Howard Portfolio Management held its iShares Select Dividend ETF (DVY) position steady in Q4 2021 at 3,912 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #34.
Emery Howard Portfolio Management first reported a position in DVY in Q2 2013 and has held it in 35 quarters since. The position peaked at $505K in Q4 2014. 1,173 funds tracked by Wall St. Rank hold DVY as of Q4 2021.
- Emery Howard Portfolio Management held 3,912 shares of iShares Select Dividend ETF worth $480K as of Q4 2021.
- Emery Howard Portfolio Management left its iShares Select Dividend ETF share count unchanged in Q4 2021.
- iShares Select Dividend ETF made up 0.06% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #34 holding.
- Emery Howard Portfolio Management first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 35 quarters since.
- Emery Howard Portfolio Management's iShares Select Dividend ETF position peaked at $505K in Q4 2014.
- 1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.
Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.