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Meitav Investment House’s iShares Select Dividend ETF DVY Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-1,073
Closed -$121K – 377
2023
Q2 		$121K Buy
+1,073
New +$122K ﹤0.01% 377
2022
Q2 		– Sell
-1,727
Closed -$221K – 351
2022
Q1 		$221K Sell
1,727
-1,342
-44% -$168K ﹤0.01% 364
2021
Q4 		$376K Sell
3,069
-399
-12% -$47.6K 0.01% 327
2021
Q3 		$398K Sell
3,468
-323
-9% -$37.8K 0.01% 329
2021
Q2 		$442K Sell
3,791
-287
-7% -$34.1K 0.01% 321
2021
Q1 		$465K Sell
4,078
-2,842
-41% -$300K 0.01% 277
2020
Q4 		$666K Sell
6,920
-1,463
-17% -$133K 0.03% 231
2020
Q3 		$684K Buy
+8,383
New +$699K 0.03% 207
2020
Q2 		– Sell
-15,188
Closed -$1.12M – 397
2020
Q1 		$1.12M Buy
+15,188
New +$1.45M 0.08% 129
2019
Q4 		– Sell
-16,893
Closed -$1.72M – 437
2019
Q3 		$1.72M Buy
16,893
+220
+1% +$21.9K 0.12% 97
2019
Q2 		$1.66M Sell
16,673
-312
-2% -$30.8K 0.11% 109
2019
Q1 		$1.67M Sell
16,985
-235
-1% -$22.5K 0.09% 129
2018
Q4 		$1.54M Buy
+17,220
New +$1.65M 0.1% 114

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Meitav Investment House's DVY Position: Q3 2023 in Review

Meitav Investment House sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 1,073 shares — an estimated $121K sold.

Meitav Investment House first reported a position in DVY in Q4 2018 and held it in 13 quarters. The position peaked at $1.72M in Q3 2019. 1,155 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

  • Meitav Investment House reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 1,073 iShares Select Dividend ETF shares in Q3 2023, an estimated $121K.
  • Meitav Investment House first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 13 quarters.
  • Meitav Investment House's iShares Select Dividend ETF position peaked at $1.72M in Q3 2019.
  • 1,155 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.