Level Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-140	Closed	-$16.4K	–	127
2023 Q4	$16.4K	Hold	140	–	–	0.01%	172
2023 Q3	$15.1K	Hold	140	–	–	0.01%	170
2023 Q2	$15.9K	Hold	140	–	–	0.01%	164
2023 Q1	$16.4K	Hold	140	–	–	0.01%	148
2022 Q4	$17K	Hold	140	–	–	0.01%	133
2022 Q3	$15K	Hold	140	–	–	0.01%	151
2022 Q2	$16K	Hold	140	–	–	0.01%	156
2022 Q1	$18K	Hold	140	–	–	0.01%	133
2021 Q4	$17K	Buy	+140	New	+$16.7K	0.01%	141

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Level Financial Advisors's DVY Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2024, closing a stake of 140 shares — an estimated $16.4K sold.

Level Financial Advisors first reported a position in DVY in Q4 2021 and held it in 9 quarters. The position peaked at $18K in Q1 2022. 1,232 funds tracked by Wall St. Rank hold DVY as of Q1 2024.

Level Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 140 iShares Select Dividend ETF shares in Q1 2024, an estimated $16.4K.
Level Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares Select Dividend ETF position peaked at $18K in Q1 2022.
1,232 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.