Manchester Financial’s iShares Select Dividend ETF DVY Stock Holding History

Manchester Financial’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
2021 Q2	–	Sell	-50	Closed	-$6K	–	231
2021 Q1	$6K	Hold	50	–	–	﹤0.01%	506
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	456
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	419
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	399
2020 Q1	$4K	Hold	50	–	–	﹤0.01%	369
2019 Q4	$5K	Buy	+50	New	+$5.15K	﹤0.01%	418
2019 Q3	–	Sell	-50	Closed	-$5K	–	156
2019 Q2	$5K	Buy	+50	New	+$4.93K	﹤0.01%	376

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

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

Manchester Financial's DVY Position: Q2 2021 in Review

Manchester Financial sold out of iShares Select Dividend ETF (DVY) in Q2 2021, closing a stake of 50 shares — an estimated $6K sold.

Manchester Financial first reported a position in DVY in Q2 2019 and held it in 7 quarters. The position peaked at $6K in Q1 2021. 1,033 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

Manchester Financial reported no remaining iShares Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 50 iShares Select Dividend ETF shares in Q2 2021, an estimated $6K.
Manchester Financial first reported a position in iShares Select Dividend ETF in Q2 2019 and held it in 7 quarters.
Manchester Financial's iShares Select Dividend ETF position peaked at $6K in Q1 2021.
1,033 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.