M1FG
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Mach-1 Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Mach-1 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
-444
Closed -$52M – 227
2023
Q1 		$52M Buy
+444
New +$53.7K 0.33% 63
2022
Q4 		– Sell
-479
Closed -$51K – 228
2022
Q3 		$51K Hold
479
– – 0.05% 106
2022
Q2 		$56K Buy
+479
New +$60K 0.04% 111

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

Mach-1 Financial Group's DVY Position: Q2 2023 in Review

Mach-1 Financial Group sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 444 shares — an estimated $52M sold.

Mach-1 Financial Group first reported a position in DVY in Q2 2022 and held it in 3 quarters. The position peaked at $52M in Q1 2023. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • Mach-1 Financial Group reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 444 iShares Select Dividend ETF shares in Q2 2023, an estimated $52M.
  • Mach-1 Financial Group first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's iShares Select Dividend ETF position peaked at $52M in Q1 2023.
  • 1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.