Financial Architects (New Jersey)’s iShares Select Dividend ETF DVY Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-4,000	Closed	-$395K	–	1425
2017 Q4	$395K	Buy	4,000 +3,000	+300%	+$289K	0.07%	190
2017 Q3	$94K	Buy	+1,000	New	+$92.5K	0.02%	510

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

Financial Architects (New Jersey)'s DVY Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its iShares Select Dividend ETF (DVY) stake by 0.38% in Q2 2023, selling an estimated $12.2K and leaving 28,269 shares worth $3.2M. The position accounts for 0.48% of the portfolio, ranked #46.

Financial Architects (New Jersey) first reported a position in DVY in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.17M in Q4 2017. 1,185 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Financial Architects (New Jersey) held 28,269 shares of iShares Select Dividend ETF worth $3.2M as of Q2 2023.
Financial Architects (New Jersey) sold 107 iShares Select Dividend ETF shares in Q2 2023, an estimated $12.2K.
iShares Select Dividend ETF made up 0.48% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #46 holding.
Financial Architects (New Jersey) first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 40 quarters since.
Financial Architects (New Jersey)'s iShares Select Dividend ETF position peaked at $4.17M in Q4 2017.
1,185 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.