Ledge Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Ledge Wealth Management’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 Q4	$202K	Buy	+1,725	New	+$190K	0.08%	62
2023 Q2	–	Sell	-1,725	Closed	-$202K	–	63
2023 Q1	$202K	Hold	1,725	–	–	0.1%	65
2022 Q4	$208K	Buy	+1,725	New	+$204K	0.09%	71
2022 Q3	–	Sell	-1,725	Closed	-$203K	–	67
2022 Q2	$203K	Hold	1,725	–	–	0.12%	67
2022 Q1	$221K	Buy	+1,725	New	+$216K	0.14%	68

Other funds holding DVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ledge Wealth Management's DVY Position: Q4 2023 in Review

Ledge Wealth Management opened a new position in iShares Select Dividend ETF (DVY) in Q4 2023: 1,725 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings. This is a return to the name: Ledge Wealth Management previously reported a position in DVY as recently as Q1 2023.

Ledge Wealth Management first reported a position in DVY in Q1 2022 and has held it in 5 quarters since. The position peaked at $221K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

Ledge Wealth Management held 1,725 shares of iShares Select Dividend ETF worth $202K as of Q4 2023.
iShares Select Dividend ETF was a new Ledge Wealth Management position in Q4 2023.
iShares Select Dividend ETF made up 0.08% of Ledge Wealth Management's portfolio in Q4 2023, its #62 holding.
Ledge Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 5 quarters since.
Ledge Wealth Management's iShares Select Dividend ETF position peaked at $221K in Q1 2022.
1,236 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.