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

Liberty 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
2021 Q4	–	Sell	-527	Closed	-$61K	–	416
2021 Q3	$61K	Buy	527 +3	+0.6%	+$351	0.02%	382
2021 Q2	$61K	Buy	524 +7	+1%	+$832	0.02%	282
2021 Q1	$50K	Hold	517	–	–	0.02%	280
2020 Q4	$50K	Buy	517 +2	+0.4%	+$182	0.02%	277
2020 Q3	$42K	Buy	515 +5	+1%	+$417	0.02%	260
2020 Q2	$41K	Buy	510 +3	+0.6%	+$240	0.03%	252
2020 Q1	$37K	Buy	507 +5	+1%	+$478	0.03%	248
2019 Q4	$53K	Buy	502 +3	+0.6%	+$309	0.04%	232
2019 Q3	$51K	Buy	499 +353	+242%	+$35.2K	0.05%	225
2019 Q2	$15K	Hold	146	–	–	0.01%	452
2019 Q1	$14K	Hold	146	–	–	0.01%	385
2018 Q4	$13K	Buy	+146	New	+$14K	0.01%	384

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

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Liberty Wealth Management's DVY Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q4 2021, closing a stake of 527 shares — an estimated $61K sold.

Liberty Wealth Management first reported a position in DVY in Q4 2018 and held it in 12 quarters. The position peaked at $61K in Q3 2021. 1,174 funds tracked by Wall St. Rank hold DVY as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 527 iShares Select Dividend ETF shares in Q4 2021, an estimated $61K.
Liberty Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Select Dividend ETF position peaked at $61K in Q3 2021.
1,174 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.