Gallacher Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Gallacher Capital 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
2024 Q1	–	Sell	-1,924	Closed	-$226K	–	276
2023 Q4	$226K	Buy	+1,924	New	+$212K	0.13%	222
2023 Q3	–	Sell	-2,646	Closed	-$300K	–	244
2023 Q2	$300K	Hold	2,646	–	–	0.17%	169
2023 Q1	$310K	Buy	2,646 +743	+39%	+$89.9K	0.19%	154
2022 Q4	$230K	Buy	+1,903	New	+$225K	0.14%	198

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gallacher Capital Management's DVY Position: Q1 2024 in Review

Gallacher Capital Management sold out of iShares Select Dividend ETF (DVY) in Q1 2024, closing a stake of 1,924 shares — an estimated $226K sold.

Gallacher Capital Management first reported a position in DVY in Q4 2022 and held it in 4 quarters. The position peaked at $310K in Q1 2023. 1,228 funds tracked by Wall St. Rank hold DVY as of Q1 2024.

Gallacher Capital Management reported no remaining iShares Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Gallacher Capital Management sold 1,924 iShares Select Dividend ETF shares in Q1 2024, an estimated $226K.
Gallacher Capital Management first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 4 quarters.
Gallacher Capital Management's iShares Select Dividend ETF position peaked at $310K in Q1 2023.
1,228 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2024.

Based on Gallacher Capital Management's 13F filing for Q1 2024, filed 6 May 2024.