Gallagher Benefit Services’s iShares Select Dividend ETF DVY Stock Holding History

Gallagher Benefit 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
2022 Q4	$540K	Buy	+4,475	New	+$529K	0.11%	107

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gallagher Benefit Services's DVY Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Select Dividend ETF (DVY) in Q4 2022: 4,475 shares worth $540K. The stake represents 0.11% of the portfolio and ranks #107 among its holdings.

1,242 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Gallagher Benefit Services held 4,475 shares of iShares Select Dividend ETF worth $540K as of Q4 2022.
iShares Select Dividend ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Select Dividend ETF made up 0.11% of Gallagher Benefit Services's portfolio in Q4 2022, its #107 holding.
1,242 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.