Herold 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
Q2
Sell
-250
Closed -$32K 306
2022
Q1
$32K Buy
+250
New +$31.2K 0.01% 443
2021
Q4
Sell
-250
Closed -$28K 304
2021
Q3
$28K Buy
+250
New +$29.2K 0.01% 467

Other funds holding DVY

Herold Advisors's DVY Position: Q2 2022 in Review

Herold Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2022, closing a stake of 250 shares — an estimated $32K sold.

Herold Advisors first reported a position in DVY in Q3 2021 and held it in 2 quarters. The position peaked at $32K in Q1 2022. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

  • Herold Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 250 iShares Select Dividend ETF shares in Q2 2022, an estimated $32K.
  • Herold Advisors first reported a position in iShares Select Dividend ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares Select Dividend ETF position peaked at $32K in Q1 2022.
  • 1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.