Keystone Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Keystone Wealth Partners’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	$247K	Sell	1,927 -163	-8%	-$20.4K	0.12%	22
2021 Q4	$256K	Sell	2,090 -19	-0.9%	-$2.27K	0.11%	28
2021 Q3	$242K	Sell	2,109 -64	-3%	-$7.48K	0.13%	23
2021 Q2	$253K	Hold	2,173	–	–	0.15%	22
2021 Q1	$248K	Sell	2,173 -9	-0.4%	-$951	0.17%	21
2020 Q4	$210K	Buy	+2,182	New	+$198K	0.17%	27

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

Keystone Wealth Partners's DVY Position: Q1 2022 in Review

Keystone Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 7.8% in Q1 2022, selling an estimated $20.4K and leaving 1,927 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #22.

Keystone Wealth Partners first reported a position in DVY in Q4 2020 and has held it in 6 quarters since. The position peaked at $256K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

Keystone Wealth Partners held 1,927 shares of iShares Select Dividend ETF worth $247K as of Q1 2022.
Keystone Wealth Partners sold 163 iShares Select Dividend ETF shares in Q1 2022, an estimated $20.4K.
iShares Select Dividend ETF made up 0.12% of Keystone Wealth Partners's portfolio in Q1 2022, its #22 holding.
Keystone Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 6 quarters since.
Keystone Wealth Partners's iShares Select Dividend ETF position peaked at $256K in Q4 2021.
1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.