Householder Group Estate & Retirement Specialist’s iShares Select Dividend ETF DVY Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$12K	Sell	95 -11,271	-99%	-$1.54M	0.01%	345
2024 Q3	$1.53M	Sell	11,366 -4,231	-27%	-$547K	0.45%	43
2024 Q2	$1.89M	Sell	15,597 -6,509	-29%	-$790K	0.53%	35
2024 Q1	$2.72M	Sell	22,106 -1,197	-5%	-$140K	0.81%	24
2023 Q4	$2.73M	Sell	23,303 -1,575	-6%	-$173K	0.9%	20
2023 Q3	$2.68M	Buy	+24,878	New	+$2.83M	0.97%	20
2023 Q1	$3.23M	Buy	+27,588	New	+$3.34M	1.24%	11
2022 Q4	–	Sell	-25,902	Closed	-$2.78M	–	506
2022 Q3	$2.78M	Sell	25,902 -718	-3%	-$86.1K	1.14%	13
2022 Q2	$3.13M	Buy	26,620 +129	+0.5%	+$16.1K	1.4%	14
2022 Q1	$3.39M	Sell	26,491 -365	-1%	-$45.6K	1.37%	13
2021 Q4	$3.29M	Buy	+26,856	New	+$3.2M	1.23%	14

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $202B AUM 37.79% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DVY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Select Dividend ETF (DVY) stake by 99% in Q4 2024, selling an estimated $1.54M and leaving 95 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #345.

Householder Group Estate & Retirement Specialist first reported a position in DVY in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.39M in Q1 2022. 1,330 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

Householder Group Estate & Retirement Specialist held 95 shares of iShares Select Dividend ETF worth $12K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 11,271 iShares Select Dividend ETF shares in Q4 2024, an estimated $1.54M.
iShares Select Dividend ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #345 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares Select Dividend ETF position peaked at $3.39M in Q1 2022.
1,330 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.