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GYL Financial Synergies’s iShares Select Dividend ETF DVY Stock Holding History

GYL Financial Synergies’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 		$440K Hold
3,261
– – 0.03% 253
2024
Q2 		$394K Sell
3,261
-356
-10% -$43.2K 0.03% 262
2024
Q1 		$445K Buy
3,617
+2
+0.1% +$234 0.03% 254
2023
Q4 		$424K Sell
3,615
-1,165
-24% -$128K 0.04% 256
2023
Q3 		$514K Sell
4,780
-74
-2% -$8.42K 0.05% 232
2023
Q2 		$550K Sell
4,854
-777
-14% -$88.5K 0.05% 230
2023
Q1 		$660K Sell
5,631
-1,942
-26% -$235K 0.08% 166
2022
Q4 		$913K Buy
7,573
+3,011
+66% +$356K 0.2% 75
2022
Q3 		$489K Buy
4,562
+200
+5% +$24K 0.13% 104
2022
Q2 		$513K Buy
4,362
+63
+1% +$7.89K 0.14% 99
2022
Q1 		$551K Sell
4,299
-1,288
-23% -$161K 0.13% 98
2021
Q4 		$685K Buy
5,587
+581
+12% +$69.3K 0.18% 96
2021
Q3 		$574K Buy
5,006
+2,366
+90% +$277K 0.29% 86
2021
Q2 		$308K Hold
2,640
– – 0.16% 140
2021
Q1 		$301K Hold
2,640
– – 0.17% 141
2020
Q4 		$254K Buy
2,640
+65
+3% +$5.9K 0.15% 146
2020
Q3 		$210K Hold
2,575
– – 0.14% 147
2020
Q2 		$208K Buy
+2,575
New +$206K 0.15% 145
2020
Q1 		– Sell
-2,575
Closed -$272K – 157
2019
Q4 		$272K Hold
2,575
– – 0.12% 145
2019
Q3 		$263K Hold
2,575
– – 0.13% 141
2019
Q2 		$256K Sell
2,575
-400
-13% -$39.5K 0.14% 130
2019
Q1 		$292K Hold
2,975
– – 0.16% 110
2018
Q4 		$266K Buy
+2,975
New +$285K 0.19% 104

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's DVY Position: Q3 2024 in Review

GYL Financial Synergies held its iShares Select Dividend ETF (DVY) position steady in Q3 2024 at 3,261 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #253.

GYL Financial Synergies first reported a position in DVY in Q4 2018 and has held it in 23 quarters since. The position peaked at $913K in Q4 2022. 1,256 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

  • GYL Financial Synergies held 3,261 shares of iShares Select Dividend ETF worth $440K as of Q3 2024.
  • GYL Financial Synergies left its iShares Select Dividend ETF share count unchanged in Q3 2024.
  • iShares Select Dividend ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #253 holding.
  • GYL Financial Synergies first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 23 quarters since.
  • GYL Financial Synergies's iShares Select Dividend ETF position peaked at $913K in Q4 2022.
  • 1,256 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.