Endurance Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Endurance Wealth Management’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	$63K	Hold	560	–	–	0.01%	311
2023 Q1	$66K	Hold	560	–	–	0.01%	314
2022 Q4	$68K	Hold	560	–	–	0.01%	291
2022 Q3	$60K	Hold	560	–	–	0.01%	300
2022 Q2	$66K	Hold	560	–	–	0.01%	294
2022 Q1	$72K	Hold	560	–	–	0.01%	308
2021 Q4	$69K	Hold	560	–	–	0.01%	321
2021 Q3	$64K	Hold	560	–	–	0.01%	326
2021 Q2	$65K	Hold	560	–	–	0.01%	335
2021 Q1	$64K	Hold	560	–	–	0.01%	331
2020 Q4	$54K	Hold	560	–	–	0.01%	319
2020 Q3	$46K	Hold	560	–	–	0.01%	314
2020 Q2	$45K	Hold	560	–	–	0.01%	315
2020 Q1	$41K	Hold	560	–	–	0.01%	302
2019 Q4	$59K	Hold	560	–	–	0.01%	266
2019 Q3	$57K	Hold	560	–	–	0.01%	270
2019 Q2	$56K	Hold	560	–	–	0.01%	260
2019 Q1	$55K	Hold	560	–	–	0.01%	262
2018 Q4	$50K	Hold	560	–	–	0.01%	261
2018 Q3	$56K	Hold	560	–	–	0.01%	270
2018 Q2	$55K	Hold	560	–	–	0.01%	269
2018 Q1	$53K	Hold	560	–	–	0.01%	280
2017 Q4	$55K	Hold	560	–	–	0.01%	269
2017 Q3	$52K	Hold	560	–	–	0.01%	267
2017 Q2	$52K	Hold	560	–	–	0.01%	271
2017 Q1	$51K	Hold	560	–	–	0.01%	271
2016 Q4	$50K	Hold	560	–	–	0.01%	267
2016 Q3	$47K	Sell	560 -50	-8%	-$4.32K	0.01%	271
2016 Q2	$52K	Buy	610 +50	+9%	+$4.12K	0.01%	256
2016 Q1	$46	Hold	560	–	–	0.01%	267
2015 Q4	$42K	Hold	560	–	–	0.01%	281
2015 Q3	$43K	Hold	560	–	–	0.01%	284
2015 Q2	$42K	Buy	+560	New	+$43.7K	0.01%	287

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Endurance Wealth Management's DVY Position: Q2 2023 in Review

Endurance Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2023 at 560 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #311.

Endurance Wealth Management first reported a position in DVY in Q2 2015 and has held it in 33 quarters since. The position peaked at $72K in Q1 2022. 1,185 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Endurance Wealth Management held 560 shares of iShares Select Dividend ETF worth $63K as of Q2 2023.
Endurance Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2023.
iShares Select Dividend ETF made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #311 holding.
Endurance Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's iShares Select Dividend ETF position peaked at $72K in Q1 2022.
1,185 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.