Holloway Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Holloway Wealth Management’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 Q1	–	Hold	0	–	–	–	132
2021 Q4	–	Hold	0	–	–	–	140
2021 Q3	–	Hold	0	–	–	–	146
2021 Q2	–	Hold	0	–	–	–	143
2021 Q1	–	Hold	0	–	–	–	128
2020 Q4	–	Hold	0	–	–	–	115
2020 Q3	–	Hold	0	–	–	–	118
2020 Q2	–	Hold	0	–	–	–	97
2020 Q1	–	Hold	0	–	–	–	91
2019 Q4	–	Hold	0	–	–	–	89
2019 Q3	–	Hold	0	–	–	–	84
2019 Q2	–	Hold	0	–	–	–	96
2019 Q1	–	Hold	0	–	–	–	89
2018 Q4	–	Hold	0	–	–	–	100
2018 Q3	–	Hold	0	–	–	–	64
2017 Q4	–	Hold	0	–	–	–	100

Other funds holding DVY

Bank of America

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return