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

Madden 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
2020 Q1	–	Sell	-14,500	Closed	-$1.53M	–	75
2019 Q4	$1.53M	Hold	14,500	–	–	1%	30
2019 Q3	$1.48M	Sell	14,500 -210	-1%	-$20.9K	1.05%	32
2019 Q2	$1.46M	Sell	14,710 -1,067	-7%	-$105K	0.91%	35
2019 Q1	$1.55M	Sell	15,777 -135	-0.8%	-$12.9K	0.83%	40
2018 Q4	$1.42M	Buy	15,912 +135	+0.9%	+$12.9K	0.86%	39
2018 Q3	$1.57M	Sell	15,777 -152	-1%	-$15.2K	0.95%	35
2018 Q2	$1.56M	Sell	15,929 -600	-4%	-$58.2K	0.99%	33
2018 Q1	$1.57M	Hold	16,529	–	–	0.95%	31
2017 Q4	$1.63M	Sell	16,529 -754	-4%	-$72.6K	0.98%	31
2017 Q3	$1.62M	Buy	17,283 +116	+0.7%	+$10.7K	1.02%	31
2017 Q2	$1.58M	Sell	17,167 -235	-1%	-$21.6K	1.04%	31
2017 Q1	$1.58M	Sell	17,402 -260	-1%	-$23.5K	1.02%	31
2016 Q4	$1.56M	Hold	17,662	–	–	1.06%	30
2016 Q3	$1.51M	Hold	17,662	–	–	0.93%	33
2016 Q2	$1.51M	Hold	17,662	–	–	0.93%	34
2016 Q1	$1.44M	Sell	17,662 -31	-0.2%	-$2.37K	0.94%	34
2015 Q4	$1.33M	Sell	17,693 -160	-0.9%	-$12.2K	0.88%	38
2015 Q3	$1.3M	Sell	17,853 -3,437	-16%	-$257K	0.85%	36
2015 Q2	$1.6M	Sell	21,290 -295	-1%	-$23K	0.96%	32
2015 Q1	$1.68M	Sell	21,585 -1,029	-5%	-$81.4K	1.02%	32
2014 Q4	$1.8M	Sell	22,614 -1,444	-6%	-$112K	1.02%	32
2014 Q3	$1.78M	Sell	24,058 -945	-4%	-$71.2K	0.92%	32
2014 Q2	$1.93M	Buy	25,003 +43	+0.2%	+$3.21K	0.98%	28
2014 Q1	$1.83M	Buy	24,960 +12,760	+105%	+$905K	1%	31
2013 Q4	$870K	Buy	12,200 +4,225	+53%	+$294K	0.65%	40
2013 Q3	$529K	Buy	7,975 +1,992	+33%	+$132K	0.46%	46
2013 Q2	$383K	Buy	+5,983	New	+$387K	0.31%	53

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Madden Advisory Services's DVY Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 14,500 shares — an estimated $1.53M sold.

Madden Advisory Services first reported a position in DVY in Q2 2013 and held it in 27 quarters. The position peaked at $1.93M in Q2 2014. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

Madden Advisory Services reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 14,500 iShares Select Dividend ETF shares in Q1 2020, an estimated $1.53M.
Madden Advisory Services first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 27 quarters.
Madden Advisory Services's iShares Select Dividend ETF position peaked at $1.93M in Q2 2014.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.