Midwest Professional Planners Ltd (MPPL)’s iShares Select Dividend ETF DVY Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 Q1	–	Sell	-1,894	Closed	-$228K	–	125
2022 Q4	$228K	Buy	+1,894	New	+$224K	0.13%	117
2022 Q2	–	Sell	-1,646	Closed	-$211K	–	118
2022 Q1	$211K	Sell	1,646 -211	-11%	-$26.4K	0.1%	114
2021 Q4	$228K	Sell	1,857 -79	-4%	-$9.42K	0.11%	112
2021 Q3	$222K	Sell	1,936 -199	-9%	-$23.3K	0.12%	112
2021 Q2	$249K	Sell	2,135 -8,003	-79%	-$952K	0.13%	110
2021 Q1	$362K	Buy	10,138 +7,115	+235%	+$752K	0.36%	60
2020 Q4	$291K	Sell	3,023 -7,669	-72%	-$696K	0.18%	92
2020 Q3	$618K	Buy	10,692 +101	+1%	+$8.42K	0.43%	63
2020 Q2	$531K	Sell	10,591 -11,826	-53%	-$945K	0.42%	66
2020 Q1	$1.65M	Sell	22,417 -1,912	-8%	-$183K	1.63%	18
2019 Q4	$2.57M	Sell	24,329 -1,174	-5%	-$121K	2.1%	15
2019 Q3	$2.6M	Sell	25,503 -949	-4%	-$94.6K	2.33%	12
2019 Q2	$2.63M	Sell	26,452 -1,599	-6%	-$158K	2.44%	12
2019 Q1	$2.75M	Buy	28,051 +360	+1%	+$34.5K	2.66%	10
2018 Q4	$2.47M	Buy	27,691 +22,524	+436%	+$2.16M	2.66%	11
2018 Q3	$515K	Buy	5,167 +715	+16%	+$71.7K	0.47%	45
2018 Q2	$435K	Buy	4,452 +469	+12%	+$45.5K	0.39%	49
2018 Q1	$379K	Sell	3,983 -688	-15%	-$67.2K	0.34%	58
2017 Q4	$460K	Buy	+4,671	New	+$450K	0.42%	54

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s DVY Position: Q1 2023 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Select Dividend ETF (DVY) in Q1 2023, closing a stake of 1,894 shares — an estimated $228K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in DVY in Q4 2017 and held it in 19 quarters. The position peaked at $2.75M in Q1 2019. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 1,894 iShares Select Dividend ETF shares in Q1 2023, an estimated $228K.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 19 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Select Dividend ETF position peaked at $2.75M in Q1 2019.
1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2023, filed 15 May 2023.