Intrepid Financial Planning Group’s iShares Select Dividend ETF DVY Stock Holding History

Intrepid Financial Planning Group’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	-3,910	Closed	-$482K	–	131
2024 Q1	$482K	Sell	3,910 -2,296	-37%	-$269K	0.21%	77
2023 Q4	$727K	Sell	6,206 -105	-2%	-$11.6K	0.35%	50
2023 Q3	$679K	Buy	6,311 +1,710	+37%	+$194K	0.35%	50
2023 Q2	$521K	Sell	4,601 -120	-3%	-$13.7K	0.25%	62
2023 Q1	$553K	Buy	4,721 +586	+14%	+$70.9K	0.28%	58
2022 Q4	$499K	Buy	+4,135	New	+$489K	0.27%	58

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

Intrepid Financial Planning Group's DVY Position: Q2 2024 in Review

Intrepid Financial Planning Group sold out of iShares Select Dividend ETF (DVY) in Q2 2024, closing a stake of 3,910 shares — an estimated $482K sold.

Intrepid Financial Planning Group first reported a position in DVY in Q4 2022 and held it in 6 quarters. The position peaked at $727K in Q4 2023. 1,215 funds tracked by Wall St. Rank hold DVY as of Q2 2024.

Intrepid Financial Planning Group reported no remaining iShares Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
Intrepid Financial Planning Group sold 3,910 iShares Select Dividend ETF shares in Q2 2024, an estimated $482K.
Intrepid Financial Planning Group first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 6 quarters.
Intrepid Financial Planning Group's iShares Select Dividend ETF position peaked at $727K in Q4 2023.
1,215 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2024, filed 12 Aug 2024.