First Business Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

First Business Financial Services’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	–	Sell	-3,022	Closed	-$354K	–	171
2023 Q1	$354K	Hold	3,022	–	–	0.04%	122
2022 Q4	$364K	Hold	3,022	–	–	0.05%	115
2022 Q3	$324K	Hold	3,022	–	–	0.05%	124
2022 Q2	$356K	Buy	+3,022	New	+$378K	0.05%	114
2016 Q2	–	Sell	-2,720	Closed	-$222K	–	74
2016 Q1	$222K	Buy	+2,720	New	+$208K	0.06%	69

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Business Financial Services's DVY Position: Q2 2023 in Review

First Business Financial Services sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 3,022 shares — an estimated $354K sold.

First Business Financial Services first reported a position in DVY in Q1 2016 and held it in 5 quarters. The position peaked at $364K in Q4 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

First Business Financial Services reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
First Business Financial Services sold 3,022 iShares Select Dividend ETF shares in Q2 2023, an estimated $354K.
First Business Financial Services first reported a position in iShares Select Dividend ETF in Q1 2016 and held it in 5 quarters.
First Business Financial Services's iShares Select Dividend ETF position peaked at $364K in Q4 2022.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on First Business Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.