Hardy Reed’s iShares Select Dividend ETF DVY Stock Holding History

Hardy Reed’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
2023 Q2	–	Sell	-24,000	Closed	-$2.81M	–	101
2023 Q1	$2.81M	Hold	24,000	–	–	0.49%	26
2022 Q4	$2.89M	Buy	+24,000	New	+$2.84M	0.55%	23
2021 Q1	–	Sell	-23,875	Closed	-$2.3M	–	103
2020 Q4	$2.3M	Sell	23,875 -1,600	-6%	-$145K	0.48%	24
2020 Q3	$2.08M	Hold	25,475	–	–	0.52%	23
2020 Q2	$2.06M	Hold	25,475	–	–	0.73%	27
2020 Q1	$1.87M	Hold	25,475	–	–	0.86%	23
2019 Q4	$2.69M	Sell	25,475 -4,049	-14%	-$417K	1%	21
2019 Q3	$3.01M	Sell	29,524 -1,668	-5%	-$166K	1.2%	20
2019 Q2	$3.1M	Sell	31,192 -7,044	-18%	-$695K	1.22%	19
2019 Q1	$3.75M	Sell	38,236 -2,411	-6%	-$231K	1.37%	16
2018 Q4	$3.63M	Buy	+40,647	New	+$3.89M	1.49%	16

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

Hardy Reed's DVY Position: Q2 2023 in Review

Hardy Reed sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 24,000 shares — an estimated $2.81M sold.

Hardy Reed first reported a position in DVY in Q4 2018 and held it in 11 quarters. The position peaked at $3.75M in Q1 2019. 1,185 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Hardy Reed reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Hardy Reed sold 24,000 iShares Select Dividend ETF shares in Q2 2023, an estimated $2.81M.
Hardy Reed first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 11 quarters.
Hardy Reed's iShares Select Dividend ETF position peaked at $3.75M in Q1 2019.
1,185 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Hardy Reed's 13F filing for Q2 2023, filed 14 Aug 2023.