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Institutional & Family Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Institutional & Family Asset 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
2023
Q2 		– Sell
-100
Closed -$11.7K – 765
2023
Q1 		$11.7K Buy
+100
New +$12.1K ﹤0.01% 359

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
Wells Fargo
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's DVY Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 100 shares — an estimated $11.7K sold.

Institutional & Family Asset Management first reported a position in DVY in Q1 2023 and held it in 1 quarter. The position peaked at $11.7K in Q1 2023. 1,185 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 iShares Select Dividend ETF shares in Q2 2023, an estimated $11.7K.
  • Institutional & Family Asset Management first reported a position in iShares Select Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's iShares Select Dividend ETF position peaked at $11.7K in Q1 2023.
  • 1,185 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.