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Lockerman Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Lockerman Financial Group’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 		– Sell
-4,189
Closed -$491K – 78
2023
Q1 		$491K Buy
4,189
+11
+0.3% +$1.33K 1.35% 19
2022
Q4 		$504K Buy
+4,178
New +$494K 1.47% 19

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lockerman Financial Group's DVY Position: Q2 2023 in Review

Lockerman Financial Group sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 4,189 shares — an estimated $491K sold.

Lockerman Financial Group first reported a position in DVY in Q4 2022 and held it in 2 quarters. The position peaked at $504K in Q4 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • Lockerman Financial Group reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Lockerman Financial Group sold 4,189 iShares Select Dividend ETF shares in Q2 2023, an estimated $491K.
  • Lockerman Financial Group first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 2 quarters.
  • Lockerman Financial Group's iShares Select Dividend ETF position peaked at $504K in Q4 2022.
  • 1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Lockerman Financial Group's 13F filing for Q2 2023, filed 20 Jul 2023.