Karn Couzens & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Karn Couzens & Associates’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
2022 Q1	$313K	Buy	2,445 +480	+24%	+$60K	0.2%	65
2021 Q4	$241K	Buy	1,965 +180	+10%	+$21.5K	0.17%	72
2021 Q3	$205K	Buy	+1,785	New	+$209K	0.16%	74

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Karn Couzens & Associates's DVY Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares Select Dividend ETF (DVY) stake by 24% in Q1 2022, buying an estimated $60K and bringing the position to 2,445 shares worth $313K. The position accounts for 0.2% of the portfolio, ranked #65.

Karn Couzens & Associates first reported a position in DVY in Q3 2021 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

Karn Couzens & Associates held 2,445 shares of iShares Select Dividend ETF worth $313K as of Q1 2022.
Karn Couzens & Associates bought 480 iShares Select Dividend ETF shares in Q1 2022, an estimated $60K.
iShares Select Dividend ETF made up 0.2% of Karn Couzens & Associates's portfolio in Q1 2022, its #65 holding.
Karn Couzens & Associates first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 3 quarters since.
1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.