Lenox Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Lenox Wealth Advisors’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	$955K	Buy	7,408 +191	+3%	+$23.9K	0.12%	48
2021 Q4	$885K	Buy	7,217 +77	+1%	+$9.18K	0.11%	50
2021 Q3	$819K	Buy	7,140 +1,300	+22%	+$152K	0.11%	49
2021 Q2	$681K	Buy	5,840 +70	+1%	+$8.32K	0.09%	55
2021 Q1	$658K	Sell	5,770 -1,100	-16%	-$116K	0.09%	41
2020 Q4	$661K	Buy	6,870 +2,811	+69%	+$255K	0.09%	41
2020 Q3	$331K	Buy	4,059 +1,836	+83%	+$153K	0.05%	60
2020 Q2	$179K	Hold	2,223	–	–	0.03%	76
2020 Q1	$163K	Buy	2,223 +300	+16%	+$28.7K	0.03%	71
2019 Q4	$203K	Hold	1,923	–	–	0.03%	81
2019 Q3	$196K	Hold	1,923	–	–	0.03%	79
2019 Q2	$191K	Hold	1,923	–	–	0.03%	74
2019 Q1	$189K	Hold	1,923	–	–	0.04%	70
2018 Q4	$172K	Hold	1,923	–	–	0.04%	71
2018 Q3	$192K	Hold	1,923	–	–	0.04%	73
2018 Q2	$188K	Hold	1,923	–	–	0.04%	60
2018 Q1	$183K	Hold	1,923	–	–	0.04%	64
2017 Q4	$190K	Hold	1,923	–	–	0.05%	48
2017 Q3	$180K	Buy	+1,923	New	+$178K	0.06%	29
2014 Q1	–	Sell	-404	Closed	-$29K	–	228
2013 Q4	$29K	Buy	+404	New	+$28.1K	0.02%	87

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

Lenox Wealth Advisors's DVY Position: Q1 2022 in Review

Lenox Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 2.6% in Q1 2022, buying an estimated $23.9K and bringing the position to 7,408 shares worth $955K. The position accounts for 0.12% of the portfolio, ranked #48.

Lenox Wealth Advisors first reported a position in DVY in Q4 2013 and has held it in 20 quarters since. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

Lenox Wealth Advisors held 7,408 shares of iShares Select Dividend ETF worth $955K as of Q1 2022.
Lenox Wealth Advisors bought 191 iShares Select Dividend ETF shares in Q1 2022, an estimated $23.9K.
iShares Select Dividend ETF made up 0.12% of Lenox Wealth Advisors's portfolio in Q1 2022, its #48 holding.
Lenox Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2013 and has held it in 20 quarters since.
1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.