IW
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Imprint Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Imprint Wealth’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
Q1 		$1.11M Buy
+9,106
New +$1.07M 0.27% 86
2023
Q4 		– Sell
-2,044
Closed -$221K – 160
2023
Q3 		$221K Sell
2,044
-1,160
-36% -$132K 0.19% 133
2023
Q2 		$367K Buy
3,204
+884
+38% +$101K 0.23% 119
2023
Q1 		$266K Buy
+2,320
New +$281K 0.17% 137

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Imprint Wealth's DVY Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares Select Dividend ETF (DVY) in Q1 2024: 9,106 shares worth $1.11M. The stake represents 0.27% of the portfolio and ranks #86 among its holdings. This is a return to the name: Imprint Wealth previously reported a position in DVY as recently as Q3 2023.

Imprint Wealth first reported a position in DVY in Q1 2023 and has held it in 4 quarters since. 1,228 funds tracked by Wall St. Rank hold DVY as of Q1 2024.

  • Imprint Wealth held 9,106 shares of iShares Select Dividend ETF worth $1.11M as of Q1 2024.
  • iShares Select Dividend ETF was a new Imprint Wealth position in Q1 2024.
  • iShares Select Dividend ETF made up 0.27% of Imprint Wealth's portfolio in Q1 2024, its #86 holding.
  • Imprint Wealth first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 4 quarters since.
  • 1,228 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.