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

First Command 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	$4.42K	Sell	39 -110	-74%	-$12.5K	﹤0.01%	368
2023 Q1	$17.5K	Sell	149 -89	-37%	-$10.8K	﹤0.01%	304
2022 Q4	$29K	Buy	238 +149	+167%	+$17.6K	﹤0.01%	263
2022 Q3	$10K	Hold	89	–	–	﹤0.01%	332
2022 Q2	$10K	Hold	89	–	–	﹤0.01%	336
2022 Q1	$11K	Hold	89	–	–	﹤0.01%	335
2021 Q4	$11K	Hold	89	–	–	﹤0.01%	366
2021 Q3	$10K	Hold	89	–	–	﹤0.01%	368
2021 Q2	$10K	Hold	89	–	–	﹤0.01%	369
2021 Q1	$10K	Sell	89 -202	-69%	-$21.3K	﹤0.01%	359
2020 Q4	$28K	Buy	+291	New	+$26.4K	0.01%	248
2020 Q1	–	Sell	-546	Closed	-$58K	–	350
2019 Q4	$58K	Buy	546 +100	+22%	+$10.3K	0.03%	196
2019 Q3	$45K	Hold	446	–	–	0.02%	212
2019 Q2	$44K	Sell	446 -204	-31%	-$20.1K	0.02%	215
2019 Q1	$64K	Hold	650	–	–	0.03%	183
2018 Q4	$58K	Hold	650	–	–	0.03%	188
2018 Q3	$65K	Sell	650 -125	-16%	-$12.5K	0.02%	188
2018 Q2	$76K	Hold	775	–	–	0.02%	172
2018 Q1	$74K	Hold	775	–	–	﹤0.01%	177
2017 Q4	$76K	Hold	775	–	–	0.04%	161
2017 Q3	$73K	Hold	775	–	–	0.05%	155
2017 Q2	$71K	Sell	775 -225	-23%	-$20.7K	0.05%	157
2017 Q1	$91K	Hold	1,000	–	–	0.06%	136
2016 Q4	$89K	Buy	+1,000	New	+$86.1K	0.07%	140

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 Command Financial Services's DVY Position: Q2 2023 in Review

First Command Financial Services reduced its iShares Select Dividend ETF (DVY) stake by 74% in Q2 2023, selling an estimated $12.5K and leaving 39 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

First Command Financial Services first reported a position in DVY in Q4 2016 and has held it in 24 quarters since. The position peaked at $91K in Q1 2017. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

First Command Financial Services held 39 shares of iShares Select Dividend ETF worth $4.42K as of Q2 2023.
First Command Financial Services sold 110 iShares Select Dividend ETF shares in Q2 2023, an estimated $12.5K.
iShares Select Dividend ETF made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #368 holding.
First Command Financial Services first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 24 quarters since.
First Command Financial Services's iShares Select Dividend ETF position peaked at $91K in Q1 2017.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.