Intercontinental Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Intercontinental Wealth Advisors’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
2020 Q1	–	Sell	-220	Closed	-$23K	–	199
2019 Q4	$23K	Sell	220 -528	-71%	-$54.4K	0.02%	227
2019 Q3	$76K	Hold	748	–	–	0.05%	188
2019 Q2	$74K	Hold	748	–	–	0.04%	185
2019 Q1	$73K	Sell	748 -390	-34%	-$37.4K	0.04%	195
2018 Q4	$102K	Buy	+1,138	New	+$109K	0.06%	163
2018 Q3	–	Sell	-3,220	Closed	-$315K	–	142
2018 Q2	$315K	Hold	3,220	–	–	0.18%	89
2018 Q1	$306K	Sell	3,220 -190	-6%	-$18.6K	0.18%	92
2017 Q4	$336K	Hold	3,410	–	–	0.19%	80
2017 Q3	$319K	Hold	3,410	–	–	0.19%	81
2017 Q2	$314K	Buy	3,410 +50	+1%	+$4.6K	0.2%	83
2017 Q1	$306K	Hold	3,360	–	–	0.18%	99
2016 Q4	$298K	Buy	3,360 +170	+5%	+$14.6K	0.19%	103
2016 Q3	$273K	Buy	3,190 +190	+6%	+$16.4K	0.19%	101
2016 Q2	$256K	Sell	3,000 -125	-4%	-$10.3K	0.19%	103
2016 Q1	$255K	Hold	3,125	–	–	0.19%	101
2015 Q4	$235K	Buy	+3,125	New	+$238K	0.16%	109

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Intercontinental Wealth Advisors's DVY Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 220 shares — an estimated $23K sold.

Intercontinental Wealth Advisors first reported a position in DVY in Q4 2015 and held it in 16 quarters. The position peaked at $336K in Q4 2017. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 220 iShares Select Dividend ETF shares in Q1 2020, an estimated $23K.
Intercontinental Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2015 and held it in 16 quarters.
Intercontinental Wealth Advisors's iShares Select Dividend ETF position peaked at $336K in Q4 2017.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.