Leo Brokerage’s iShares Select Dividend ETF DVY Stock Holding History

Leo Brokerage’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 Q2	$3.92M	Buy	34,566 +123	+0.4%	+$14K	0.45%	32
2023 Q1	$4.04M	Buy	+34,443	New	+$4.17M	0.6%	31
2022 Q2	–	Sell	-7,014	Closed	-$899K	–	198
2022 Q1	$899K	Buy	+7,014	New	+$876K	0.14%	103

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Brokerage's DVY Position: Q2 2023 in Review

Leo Brokerage increased its iShares Select Dividend ETF (DVY) stake by 0.36% in Q2 2023, buying an estimated $14K and bringing the position to 34,566 shares worth $3.92M. The position accounts for 0.45% of the portfolio, ranked #32.

Leo Brokerage first reported a position in DVY in Q1 2022 and has held it in 3 quarters since. The position peaked at $4.04M in Q1 2023. 1,185 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Leo Brokerage held 34,566 shares of iShares Select Dividend ETF worth $3.92M as of Q2 2023.
Leo Brokerage bought 123 iShares Select Dividend ETF shares in Q2 2023, an estimated $14K.
iShares Select Dividend ETF made up 0.45% of Leo Brokerage's portfolio in Q2 2023, its #32 holding.
Leo Brokerage first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 3 quarters since.
Leo Brokerage's iShares Select Dividend ETF position peaked at $4.04M in Q1 2023.
1,185 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.