Godsey & Gibb Inc’s iShares Select Dividend ETF DVY Stock Holding History

Godsey & Gibb Inc’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 Q3	–	Sell	-1,665	Closed	-$201K	–	439
2024 Q2	$201K	Buy	+1,665	New	+$202K	0.02%	112
2023 Q1	–	Sell	-100	Closed	-$12.1K	–	353
2022 Q4	$12.1K	Buy	+100	New	+$11.8K	﹤0.01%	193
2019 Q1	–	Sell	-3,119	Closed	-$279K	–	85
2018 Q4	$279K	Buy	+3,119	New	+$299K	0.05%	59

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

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

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

Godsey & Gibb Inc's DVY Position: Q3 2024 in Review

Godsey & Gibb Inc sold out of iShares Select Dividend ETF (DVY) in Q3 2024, closing a stake of 1,665 shares — an estimated $201K sold.

Godsey & Gibb Inc first reported a position in DVY in Q4 2018 and held it in 3 quarters. The position peaked at $279K in Q4 2018. 1,254 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

Godsey & Gibb Inc reported no remaining iShares Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
Godsey & Gibb Inc sold 1,665 iShares Select Dividend ETF shares in Q3 2024, an estimated $201K.
Godsey & Gibb Inc first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 3 quarters.
Godsey & Gibb Inc's iShares Select Dividend ETF position peaked at $279K in Q4 2018.
1,254 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Godsey & Gibb Inc's 13F filing for Q3 2024, filed 18 Oct 2024.