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Financial Planners of Cleveland’s iShares Select Dividend ETF DVY Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-2,258
Closed -$287K – 68
2021
Q4 		$287K Buy
+2,258
New +$269K 0.12% 69

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Planners of Cleveland's DVY Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 2,258 shares — an estimated $287K sold.

Financial Planners of Cleveland first reported a position in DVY in Q4 2021 and held it in 1 quarter. The position peaked at $287K in Q4 2021. 1,188 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 2,258 iShares Select Dividend ETF shares in Q1 2022, an estimated $287K.
  • Financial Planners of Cleveland first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's iShares Select Dividend ETF position peaked at $287K in Q4 2021.
  • 1,188 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.