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

Loveless 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
2022 Q2	$671K	Hold	5,705	–	–	0.44%	72
2022 Q1	$731K	Sell	5,705 -150	-3%	-$18.7K	0.41%	78
2021 Q4	$718K	Hold	5,855	–	–	0.39%	77
2021 Q3	$672K	Hold	5,855	–	–	0.41%	79
2021 Q2	$683K	Sell	5,855 -110	-2%	-$13.1K	0.42%	76
2021 Q1	$681K	Hold	5,965	–	–	0.45%	71
2020 Q4	$574K	Hold	5,965	–	–	0.42%	73
2020 Q3	$486K	Sell	5,965 -200	-3%	-$16.7K	0.41%	73
2020 Q2	$498K	Hold	6,165	–	–	0.46%	69
2020 Q1	$453K	Hold	6,165	–	–	0.53%	63
2019 Q4	$645K	Buy	+6,165	New	+$635K	0.56%	60

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Loveless Wealth Management's DVY Position: Q2 2022 in Review

Loveless Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2022 at 5,705 shares worth $671K. The position accounts for 0.44% of the portfolio, ranked #72.

Loveless Wealth Management first reported a position in DVY in Q4 2019 and has held it in 11 quarters since. The position peaked at $731K in Q1 2022. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

Loveless Wealth Management held 5,705 shares of iShares Select Dividend ETF worth $671K as of Q2 2022.
Loveless Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2022.
iShares Select Dividend ETF made up 0.44% of Loveless Wealth Management's portfolio in Q2 2022, its #72 holding.
Loveless Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's iShares Select Dividend ETF position peaked at $731K in Q1 2022.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.