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

Lineweaver 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
2023 Q4	–	Sell	-2,979	Closed	-$321K	–	133
2023 Q3	$321K	Sell	2,979 -824	-22%	-$93.7K	0.09%	113
2023 Q2	$431K	Sell	3,803 -479	-11%	-$54.6K	0.12%	88
2023 Q1	$502K	Sell	4,282 -544	-11%	-$65.8K	0.15%	85
2022 Q4	$582K	Sell	4,826 -335	-6%	-$39.6K	0.18%	85
2022 Q3	$553K	Sell	5,161 -139	-3%	-$16.7K	0.18%	84
2022 Q2	$623K	Buy	5,300 +228	+4%	+$28.5K	0.21%	77
2022 Q1	$649K	Sell	5,072 -12	-0.2%	-$1.5K	0.19%	81
2021 Q4	$623K	Sell	5,084 -395	-7%	-$47.1K	0.18%	77
2021 Q3	$628K	Sell	5,479 -1,684	-24%	-$197K	0.19%	68
2021 Q2	$835K	Buy	7,163 +4,668	+187%	+$555K	0.27%	53
2021 Q1	$284K	Buy	+2,495	New	+$264K	0.1%	92

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

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

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

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

Lineweaver Wealth Advisors's DVY Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 2,979 shares — an estimated $321K sold.

Lineweaver Wealth Advisors first reported a position in DVY in Q1 2021 and held it in 11 quarters. The position peaked at $835K in Q2 2021. 1,238 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

Lineweaver Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
Lineweaver Wealth Advisors sold 2,979 iShares Select Dividend ETF shares in Q4 2023, an estimated $321K.
Lineweaver Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2021 and held it in 11 quarters.
Lineweaver Wealth Advisors's iShares Select Dividend ETF position peaked at $835K in Q2 2021.
1,238 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.