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John W. Brooker & Co’s iShares Select Dividend ETF DVY Stock Holding History

John W. Brooker & Co’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
Q2 		– Sell
-100
Closed -$7K – 168
2020
Q1 		$7K Hold
100
– – 0.01% 126
2019
Q4 		$11K Buy
+100
New +$10.3K 0.01% 124

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

John W. Brooker & Co's DVY Position: Q2 2020 in Review

John W. Brooker & Co sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 100 shares — an estimated $7K sold.

John W. Brooker & Co first reported a position in DVY in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

  • John W. Brooker & Co reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • John W. Brooker & Co sold 100 iShares Select Dividend ETF shares in Q2 2020, an estimated $7K.
  • John W. Brooker & Co first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 2 quarters.
  • John W. Brooker & Co's iShares Select Dividend ETF position peaked at $11K in Q4 2019.
  • 883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on John W. Brooker & Co's 13F filing for Q2 2020, filed 6 Jul 2020.