Legacy Wealth Planning’s iShares Select Dividend ETF DVY Stock Holding History

Legacy Wealth Planning’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 Q3	$607K	Sell	5,658 -114	-2%	-$13.7K	1%	25
2022 Q2	$679K	Buy	5,772 +457	+9%	+$57.2K	0.97%	26
2022 Q1	$681K	Buy	5,315 +3,163	+147%	+$395K	0.8%	30
2021 Q4	$264K	Sell	2,152 -310	-13%	-$36.9K	0.3%	67
2021 Q3	$282K	Hold	2,462	–	–	0.32%	69
2021 Q2	$287K	Hold	2,462	–	–	0.33%	67
2021 Q1	$281K	Hold	2,462	–	–	0.36%	64
2020 Q4	$237K	Sell	2,462 -297	-11%	-$27K	0.3%	68
2020 Q3	$225K	Hold	2,759	–	–	0.26%	66
2020 Q2	$223K	Sell	2,759 -100	-3%	-$7.99K	0.27%	64
2020 Q1	$210K	Buy	2,859 +24	+0.8%	+$2.29K	0.34%	61
2019 Q4	$300K	Buy	+2,835	New	+$292K	0.34%	52

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Wealth Planning's DVY Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Select Dividend ETF (DVY) stake by 2% in Q3 2022, selling an estimated $13.7K and leaving 5,658 shares worth $607K. The position accounts for 1% of the portfolio, ranked #25.

Legacy Wealth Planning first reported a position in DVY in Q4 2019 and has held it in 12 quarters since. The position peaked at $681K in Q1 2022. 1,139 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Legacy Wealth Planning held 5,658 shares of iShares Select Dividend ETF worth $607K as of Q3 2022.
Legacy Wealth Planning sold 114 iShares Select Dividend ETF shares in Q3 2022, an estimated $13.7K.
iShares Select Dividend ETF made up 1% of Legacy Wealth Planning's portfolio in Q3 2022, its #25 holding.
Legacy Wealth Planning first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares Select Dividend ETF position peaked at $681K in Q1 2022.
1,139 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.