Insigneo Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Insigneo Advisory Services’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 Q2	–	Sell	-3,061	Closed	-$377K	–	607
2024 Q1	$377K	Buy	+3,061	New	+$358K	0.04%	325
2023 Q4	–	Sell	-5,000	Closed	-$546K	–	442
2023 Q3	$546K	Buy	+5,000	New	+$569K	0.11%	176

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $544B AUM 28.31% 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

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

Insigneo Advisory Services's DVY Position: Q2 2024 in Review

Insigneo Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q2 2024, closing a stake of 3,061 shares — an estimated $377K sold.

Insigneo Advisory Services first reported a position in DVY in Q3 2023 and held it in 2 quarters. The position peaked at $546K in Q3 2023. 1,215 funds tracked by Wall St. Rank hold DVY as of Q2 2024.

Insigneo Advisory Services reported no remaining iShares Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
Insigneo Advisory Services sold 3,061 iShares Select Dividend ETF shares in Q2 2024, an estimated $377K.
Insigneo Advisory Services first reported a position in iShares Select Dividend ETF in Q3 2023 and held it in 2 quarters.
Insigneo Advisory Services's iShares Select Dividend ETF position peaked at $546K in Q3 2023.
1,215 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2024.

Based on Insigneo Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.