Morton Brown Family Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Morton Brown Family Wealth’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
2024 Q2	–	Sell	-80	Closed	-$9.88K	–	224
2024 Q1	$9.88K	Sell	80 -53	-40%	-$6.21K	﹤0.01%	154
2023 Q4	$15.6K	Buy	133 +55	+71%	+$6.05K	0.01%	159
2023 Q3	$8.36K	Hold	78	–	–	﹤0.01%	133
2023 Q2	$8.8K	Buy	78 +1	+1%	+$114	﹤0.01%	124
2023 Q1	$9.03K	Buy	77 +1	+1%	+$121	0.01%	135
2022 Q4	$9.22K	Buy	76 +1	+1%	+$118	0.01%	115
2022 Q3	$8K	Buy	75 +1	+1%	+$120	0.01%	121
2022 Q2	$9K	Hold	74	–	–	0.01%	112
2022 Q1	$10K	Hold	74	–	–	0.01%	105
2021 Q4	$9K	Buy	+74	New	+$8.82K	0.01%	124

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morton Brown Family Wealth's DVY Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of iShares Select Dividend ETF (DVY) in Q2 2024, closing a stake of 80 shares — an estimated $9.88K sold.

Morton Brown Family Wealth first reported a position in DVY in Q4 2021 and held it in 10 quarters. The position peaked at $15.6K in Q4 2023. 1,215 funds tracked by Wall St. Rank hold DVY as of Q2 2024.

Morton Brown Family Wealth reported no remaining iShares Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 80 iShares Select Dividend ETF shares in Q2 2024, an estimated $9.88K.
Morton Brown Family Wealth first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 10 quarters.
Morton Brown Family Wealth's iShares Select Dividend ETF position peaked at $15.6K in Q4 2023.
1,215 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.