Mariner Independent Advisor Network’s iShares Select Dividend ETF DVY Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$4.85M	Buy	45,198 +1,022	+2%	+$122K	0.21%	124
2022 Q2	$5.22M	Sell	44,176 -3,234	-7%	-$405K	0.22%	111
2022 Q1	$6.06M	Buy	47,410 +718	+2%	+$89.7K	0.23%	106
2021 Q4	$5.75M	Buy	46,692 +6,517	+16%	+$777K	0.27%	90
2021 Q3	$4.61M	Buy	40,175 +1,669	+4%	+$195K	0.23%	116
2021 Q2	$4.49M	Sell	38,506 -4,224	-10%	-$502K	0.2%	126
2021 Q1	$4.88M	Buy	42,730 +4,029	+10%	+$426K	0.25%	101
2020 Q4	$3.72M	Buy	38,701 +1,848	+5%	+$168K	0.2%	124
2020 Q3	$3M	Sell	36,853 -925	-2%	-$77.1K	0.25%	112
2020 Q2	$3.03M	Sell	37,778 -9,798	-21%	-$783K	0.28%	91
2020 Q1	$3.35M	Sell	47,576 -12,312	-21%	-$1.18M	0.3%	87
2019 Q4	$6.32M	Sell	59,888 -3,342	-5%	-$344K	0.46%	55
2019 Q3	$6.38M	Sell	63,230 -1,107	-2%	-$110K	0.48%	55
2019 Q2	$6.4M	Buy	64,337 +221	+0.3%	+$21.8K	0.48%	47
2019 Q1	$6.34M	Buy	64,116 +554	+0.9%	+$53.1K	0.54%	41
2018 Q4	$5.84M	Sell	63,562 -441	-0.7%	-$42.2K	0.52%	44
2018 Q3	$6.38M	Buy	64,003 +44,626	+230%	+$4.47M	0.8%	31
2018 Q2	$1.89M	Sell	19,377 -47,638	-71%	-$4.62M	0.34%	65
2018 Q1	$6.37M	Buy	67,015 +3,348	+5%	+$327K	0.39%	57
2017 Q4	$6.28M	Sell	63,667 -10,790	-14%	-$1.04M	0.66%	36
2017 Q3	$6.97M	Sell	74,457 -35,240	-32%	-$3.26M	1.13%	23
2017 Q2	$10.1M	Buy	+109,697	New	+$10.1M	1.45%	18
2017 Q1	–	Sell	-127,071	Closed	-$11.3M	–	270
2016 Q4	$11.3M	Buy	127,071 +14,219	+13%	+$1.22M	1.83%	14
2016 Q3	$9.67M	Buy	112,852 +32,063	+40%	+$2.77M	1.38%	18
2016 Q2	$6.89M	Buy	+80,789	New	+$6.66M	1.3%	18
2015 Q4	–	Sell	-17,553	Closed	-$1.28M	–	90
2015 Q3	$1.28M	Sell	17,553 -6,819	-28%	-$509K	0.49%	60
2015 Q2	$1.83M	Buy	24,372 +3,196	+15%	+$250K	0.9%	35
2015 Q1	$1.65M	Buy	21,176 +17,492	+475%	+$1.38M	0.92%	34
2014 Q4	$293K	Buy	3,684 +380	+12%	+$29.3K	0.14%	124
2014 Q3	$244K	Hold	3,304	–	–	0.13%	110
2014 Q2	$254K	Buy	+3,304	New	+$247K	0.13%	108

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Independent Advisor Network's DVY Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares Select Dividend ETF (DVY) stake by 2.3% in Q3 2022, buying an estimated $122K and bringing the position to 45,198 shares worth $4.85M. The position accounts for 0.21% of the portfolio, ranked #124.

Mariner Independent Advisor Network first reported a position in DVY in Q2 2014 and has held it in 31 quarters since. The position peaked at $11.3M in Q4 2016. 1,139 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Mariner Independent Advisor Network held 45,198 shares of iShares Select Dividend ETF worth $4.85M as of Q3 2022.
Mariner Independent Advisor Network bought 1,022 iShares Select Dividend ETF shares in Q3 2022, an estimated $122K.
iShares Select Dividend ETF made up 0.21% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #124 holding.
Mariner Independent Advisor Network first reported a position in iShares Select Dividend ETF in Q2 2014 and has held it in 31 quarters since.
Mariner Independent Advisor Network's iShares Select Dividend ETF position peaked at $11.3M in Q4 2016.
1,139 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.