Gibson Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$22K Buy
189
+186
+6,200% +$22K ﹤0.01% 110
2022
Q3
$0 Hold
3
﹤0.01% 118
2022
Q2
$0 Hold
3
﹤0.01% 117
2022
Q1
$0 Buy
+3
New +$375 ﹤0.01% 123

Other funds holding DVY

Gibson Wealth Advisors's DVY Position: Q4 2022 in Review

Gibson Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 6,200% in Q4 2022, buying an estimated $22K and bringing the position to 189 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Gibson Wealth Advisors first reported a position in DVY in Q1 2022 and has held it in 4 quarters since. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

  • Gibson Wealth Advisors held 189 shares of iShares Select Dividend ETF worth $22K as of Q4 2022.
  • Gibson Wealth Advisors bought 186 iShares Select Dividend ETF shares in Q4 2022, an estimated $22K.
  • iShares Select Dividend ETF made up ﹤0.01% of Gibson Wealth Advisors's portfolio in Q4 2022, its #110 holding.
  • Gibson Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 4 quarters since.
  • 1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.