Heritage Wealth Management (Arizona)’s iShares Select Dividend ETF DVY Stock Holding History

Heritage Wealth Management (Arizona)’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	$52.3K	Buy	434 +284	+189%	+$33.6K	0.01%	492
2022 Q3	$16K	Hold	150	–	–	0.01%	574
2022 Q2	$17.7K	Hold	150	–	–	0.01%	560
2022 Q1	$19K	Buy	+150	New	+$18.7K	0.01%	609
2021 Q3	$17K	Hold	150	–	–	0.01%	578
2021 Q2	$17K	Sell	150 -104	-41%	-$12.4K	0.01%	582
2021 Q1	$29K	Buy	+254	New	+$26.8K	0.02%	448

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

Heritage Wealth Management (Arizona)'s DVY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Select Dividend ETF (DVY) stake by 189% in Q4 2022, buying an estimated $33.6K and bringing the position to 434 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #492.

Heritage Wealth Management (Arizona) first reported a position in DVY in Q1 2021 and has held it in 7 quarters since. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Heritage Wealth Management (Arizona) held 434 shares of iShares Select Dividend ETF worth $52.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 284 iShares Select Dividend ETF shares in Q4 2022, an estimated $33.6K.
iShares Select Dividend ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #492 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 7 quarters since.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.