LWM Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

LWM Advisory Services’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	-845	Closed	-$90.9K	–	99
2023 Q3	$90.9K	Buy	+845	New	+$96.1K	0.1%	82

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

LWM Advisory Services's DVY Position: Q4 2023 in Review

LWM Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 845 shares — an estimated $90.9K sold.

LWM Advisory Services first reported a position in DVY in Q3 2023 and held it in 1 quarter. The position peaked at $90.9K in Q3 2023. 1,237 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

LWM Advisory Services reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 845 iShares Select Dividend ETF shares in Q4 2023, an estimated $90.9K.
LWM Advisory Services first reported a position in iShares Select Dividend ETF in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's iShares Select Dividend ETF position peaked at $90.9K in Q3 2023.
1,237 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.