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Marshall & Sullivan’s iShares Select Dividend ETF DVY Stock Holding History

Marshall & Sullivan’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 		– Sell
-116
Closed -$13K – 47
2022
Q2 		$13K Buy
+116
New +$14.5K 0.01% 75

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall & Sullivan's DVY Position: Q3 2022 in Review

Marshall & Sullivan sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 116 shares — an estimated $13K sold.

Marshall & Sullivan first reported a position in DVY in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

  • Marshall & Sullivan reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Marshall & Sullivan sold 116 iShares Select Dividend ETF shares in Q3 2022, an estimated $13K.
  • Marshall & Sullivan first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Marshall & Sullivan's iShares Select Dividend ETF position peaked at $13K in Q2 2022.
  • 1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.