Investment Research & Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Investment Research & Advisory 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 Q3	–	Sell	-1,000	Closed	-$121K	–	211
2024 Q2	$121K	Hold	1,000	–	–	0.05%	75
2024 Q1	$123K	Hold	1,000	–	–	0.06%	73
2023 Q4	$117K	Hold	1,000	–	–	0.06%	75
2023 Q3	$108K	Hold	1,000	–	–	0.06%	77
2023 Q2	$113K	Hold	1,000	–	–	0.07%	76
2023 Q1	$117K	Hold	1,000	–	–	0.08%	73
2022 Q4	$121K	Hold	1,000	–	–	0.08%	72
2022 Q3	$107K	Hold	1,000	–	–	0.08%	71
2022 Q2	$118K	Hold	1,000	–	–	0.09%	70
2022 Q1	$128K	Hold	1,000	–	–	0.08%	73
2021 Q4	$123K	Hold	1,000	–	–	0.07%	77
2021 Q3	$116K	Hold	1,000	–	–	0.08%	72
2021 Q2	$117K	Hold	1,000	–	–	0.08%	77
2021 Q1	$114K	Hold	1,000	–	–	0.08%	70
2020 Q4	$96K	Hold	1,000	–	–	0.07%	76
2020 Q3	$82K	Hold	1,000	–	–	0.07%	79
2020 Q2	$80K	Hold	1,000	–	–	0.07%	77
2020 Q1	$74K	Hold	1,000	–	–	0.07%	72
2019 Q4	$106K	Buy	+1,000	New	+$103K	0.1%	67

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

Investment Research & Advisory Group's DVY Position: Q3 2024 in Review

Investment Research & Advisory Group sold out of iShares Select Dividend ETF (DVY) in Q3 2024, closing a stake of 1,000 shares — an estimated $121K sold.

Investment Research & Advisory Group first reported a position in DVY in Q4 2019 and held it in 19 quarters. The position peaked at $128K in Q1 2022. 1,254 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

Investment Research & Advisory Group reported no remaining iShares Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
Investment Research & Advisory Group sold 1,000 iShares Select Dividend ETF shares in Q3 2024, an estimated $121K.
Investment Research & Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 19 quarters.
Investment Research & Advisory Group's iShares Select Dividend ETF position peaked at $128K in Q1 2022.
1,254 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Investment Research & Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.