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

Frontier 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
2022 Q2	$1.79M	Buy	15,200 +218	+1%	+$27.3K	0.13%	132
2022 Q1	$1.92M	Sell	14,982 -652	-4%	-$81.5K	0.02%	125
2021 Q4	$1.92M	Buy	15,634 +22	+0.1%	+$2.62K	0.13%	128
2021 Q3	$1.79M	Sell	15,612 -109	-0.7%	-$12.7K	0.12%	125
2021 Q2	$1.83M	Sell	15,721 -412	-3%	-$49K	0.13%	124
2021 Q1	$1.84M	Sell	16,133 -100	-0.6%	-$10.6K	0.14%	114
2020 Q4	$1.56M	Sell	16,233 -1,513	-9%	-$137K	0.13%	128
2020 Q3	$1.45M	Sell	17,746 -2,967	-14%	-$247K	0.13%	116
2020 Q2	$1.67M	Sell	20,713 -7,973	-28%	-$637K	0.15%	106
2020 Q1	$2.11M	Buy	28,686 +4,736	+20%	+$453K	0.34%	79
2019 Q4	$2.53M	Sell	23,950 -142	-0.6%	-$14.6K	0.41%	57
2019 Q3	$2.46M	Sell	24,092 -1,481	-6%	-$148K	0.36%	63
2019 Q2	$2.55M	Sell	25,573 -2,194	-8%	-$216K	0.38%	57
2019 Q1	$2.73M	Sell	27,767 -503	-2%	-$48.2K	0.37%	56
2018 Q4	$2.52M	Sell	28,270 -55	-0.2%	-$5.27K	0.38%	63
2018 Q3	$2.83M	Buy	28,325 +931	+3%	+$93.3K	0.27%	58
2018 Q2	$2.68M	Buy	27,394 +3,337	+14%	+$324K	0.38%	58
2018 Q1	$2.29M	Buy	24,057 +373	+2%	+$36.4K	0.32%	77
2017 Q4	$2.33M	Sell	23,684 -3,454	-13%	-$332K	0.37%	65
2017 Q3	$2.54M	Buy	27,138 +121	+0.4%	+$11.2K	0.37%	70
2017 Q2	$2.49M	Sell	27,017 -7,638	-22%	-$702K	0.38%	70
2017 Q1	$3.16M	Buy	34,655 +3,223	+10%	+$292K	0.48%	57
2016 Q4	$2.78M	Buy	31,432 +185	+0.6%	+$15.9K	0.46%	64
2016 Q3	$2.68M	Sell	31,247 -9,382	-23%	-$810K	0.41%	65
2016 Q2	$3.46M	Buy	40,629 +1,113	+3%	+$91.7K	0.55%	44
2016 Q1	$3.23M	Sell	39,516 -527	-1%	-$40.2K	0.27%	48
2015 Q4	$3.01M	Sell	40,043 -2,994	-7%	-$228K	0.48%	52
2015 Q3	$3.13M	Sell	43,037 -9,169	-18%	-$685K	0.49%	52
2015 Q2	$3.92M	Buy	52,206 +5,064	+11%	+$395K	0.6%	37
2015 Q1	$3.67M	Buy	47,142 +3,343	+8%	+$264K	0.59%	36
2014 Q4	$3.48M	Buy	+43,799	New	+$3.38M	0.66%	29

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

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

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

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

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

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

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

Frontier Wealth Management's DVY Position: Q2 2022 in Review

Frontier Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 1.5% in Q2 2022, buying an estimated $27.3K and bringing the position to 15,200 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #132.

Frontier Wealth Management first reported a position in DVY in Q4 2014 and has held it in 31 quarters since. The position peaked at $3.92M in Q2 2015. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

Frontier Wealth Management held 15,200 shares of iShares Select Dividend ETF worth $1.79M as of Q2 2022.
Frontier Wealth Management bought 218 iShares Select Dividend ETF shares in Q2 2022, an estimated $27.3K.
iShares Select Dividend ETF made up 0.13% of Frontier Wealth Management's portfolio in Q2 2022, its #132 holding.
Frontier Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's iShares Select Dividend ETF position peaked at $3.92M in Q2 2015.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.