Luken Investment Analytics’s iShares Select Dividend ETF DVY Stock Holding History

Luken Investment Analytics’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
2020 Q4	$160K	Buy	+1,661	New	+$151K	0.12%	31

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

Luken Investment Analytics's DVY Position: Q4 2020 in Review

Luken Investment Analytics opened a new position in iShares Select Dividend ETF (DVY) in Q4 2020: 1,661 shares worth $160K. The stake represents 0.12% of the portfolio and ranks #31 among its holdings.

964 funds tracked by Wall St. Rank hold DVY as of Q4 2020.

Luken Investment Analytics held 1,661 shares of iShares Select Dividend ETF worth $160K as of Q4 2020.
iShares Select Dividend ETF was a new Luken Investment Analytics position in Q4 2020.
iShares Select Dividend ETF made up 0.12% of Luken Investment Analytics's portfolio in Q4 2020, its #31 holding.
964 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2020.

Based on Luken Investment Analytics's 13F filing for Q4 2020, filed 26 Feb 2021.