Fulcrum Equity Management’s iShares Select Dividend ETF DVY Stock Holding History

Fulcrum Equity 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
2023 Q1	–	Sell	-22,746	Closed	-$2.74M	–	92
2022 Q4	$2.74M	Sell	22,746 -907	-4%	-$107K	2.25%	15
2022 Q3	$2.54M	Sell	23,653 -1,006	-4%	-$121K	2.15%	19
2022 Q2	$2.9M	Buy	+24,659	New	+$3.09M	2.34%	9
2021 Q3	–	Sell	-22,785	Closed	-$2.66M	–	187
2021 Q2	$2.66M	Buy	+22,785	New	+$2.71M	0.99%	24

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Fulcrum Equity Management's DVY Position: Q1 2023 in Review

Fulcrum Equity Management sold out of iShares Select Dividend ETF (DVY) in Q1 2023, closing a stake of 22,746 shares — an estimated $2.74M sold.

Fulcrum Equity Management first reported a position in DVY in Q2 2021 and held it in 4 quarters. The position peaked at $2.9M in Q2 2022. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.

Fulcrum Equity Management reported no remaining iShares Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Fulcrum Equity Management sold 22,746 iShares Select Dividend ETF shares in Q1 2023, an estimated $2.74M.
Fulcrum Equity Management first reported a position in iShares Select Dividend ETF in Q2 2021 and held it in 4 quarters.
Fulcrum Equity Management's iShares Select Dividend ETF position peaked at $2.9M in Q2 2022.
1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.

Based on Fulcrum Equity Management's 13F filing for Q1 2023, filed 6 Apr 2023.