Mirsky Financial Management’s iShares Select Dividend ETF DVY Stock Holding History

Mirsky Financial Management’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 Q4	$331K	Hold	2,701	–	–	0.14%	43
2021 Q3	$310K	Sell	2,701 -2,701	-50%	-$316K	0.14%	38
2021 Q2	$630K	Buy	5,402 +2,701	+100%	+$321K	0.28%	31
2021 Q1	$308K	Sell	2,701 -1,276	-32%	-$135K	0.14%	38
2020 Q4	$383K	Hold	3,977	–	–	0.2%	33
2020 Q3	$324K	Hold	3,977	–	–	0.18%	32
2020 Q2	$321K	Hold	3,977	–	–	0.19%	31
2020 Q1	$292K	Hold	3,977	–	–	0.21%	29
2019 Q4	$420K	Hold	3,977	–	–	0.27%	30
2019 Q3	$405K	Hold	3,977	–	–	0.29%	27
2019 Q2	$396K	Hold	3,977	–	–	0.3%	28
2019 Q1	$390K	Hold	3,977	–	–	0.3%	28
2018 Q4	$355K	Buy	+3,977	New	+$381K	0.31%	26

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Mirsky Financial Management's DVY Position: Q4 2021 in Review

Mirsky Financial Management held its iShares Select Dividend ETF (DVY) position steady in Q4 2021 at 2,701 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #43.

Mirsky Financial Management first reported a position in DVY in Q4 2018 and has held it in 13 quarters since. The position peaked at $630K in Q2 2021. 1,173 funds tracked by Wall St. Rank hold DVY as of Q4 2021.

Mirsky Financial Management held 2,701 shares of iShares Select Dividend ETF worth $331K as of Q4 2021.
Mirsky Financial Management left its iShares Select Dividend ETF share count unchanged in Q4 2021.
iShares Select Dividend ETF made up 0.14% of Mirsky Financial Management's portfolio in Q4 2021, its #43 holding.
Mirsky Financial Management first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 13 quarters since.
Mirsky Financial Management's iShares Select Dividend ETF position peaked at $630K in Q2 2021.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.