Intrua Financial’s iShares Select Dividend ETF DVY Stock Holding History

Intrua Financial’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 Q3	–	Sell	-1,948	Closed	-$221K	–	357
2023 Q2	$221K	Sell	1,948 -311	-14%	-$35.4K	0.04%	332
2023 Q1	$253K	Buy	2,259 +328	+17%	+$39.7K	0.05%	281
2022 Q4	$234K	Sell	1,931 -525	-21%	-$62.1K	0.05%	292
2022 Q3	$263K	Buy	2,456 +13	+0.5%	+$1.56K	0.07%	248
2022 Q2	$287K	Sell	2,443 -692	-22%	-$86.6K	0.06%	293
2022 Q1	$402K	Buy	3,135 +7	+0.2%	+$875	0.07%	259
2021 Q4	$383K	Buy	3,128 +7	+0.2%	+$834	0.07%	260
2021 Q3	$368K	Buy	3,121 +9	+0.3%	+$1.05K	0.07%	262
2021 Q2	$372K	Sell	3,112 -267	-8%	-$31.8K	0.09%	199
2021 Q1	$396K	Buy	+3,379	New	+$357K	0.1%	189

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Intrua Financial's DVY Position: Q3 2023 in Review

Intrua Financial sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 1,948 shares — an estimated $221K sold.

Intrua Financial first reported a position in DVY in Q1 2021 and held it in 10 quarters. The position peaked at $402K in Q1 2022. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

Intrua Financial reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
Intrua Financial sold 1,948 iShares Select Dividend ETF shares in Q3 2023, an estimated $221K.
Intrua Financial first reported a position in iShares Select Dividend ETF in Q1 2021 and held it in 10 quarters.
Intrua Financial's iShares Select Dividend ETF position peaked at $402K in Q1 2022.
1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Intrua Financial's 13F filing for Q3 2023, filed 28 May 2025.