MRA Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

MRA Advisory Group’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 Q4	–	Sell	-2,483	Closed	-$335K	–	129
2024 Q3	$335K	Hold	2,483	–	–	0.18%	65
2024 Q2	$300K	Hold	2,483	–	–	0.17%	69
2024 Q1	$306K	Hold	2,483	–	–	0.18%	68
2023 Q4	$291K	Hold	2,483	–	–	0.19%	67
2023 Q3	$267K	Hold	2,483	–	–	0.19%	93
2023 Q2	$281K	Sell	2,483 -249	-9%	-$28.4K	0.19%	90
2023 Q1	$320K	Sell	2,732 -550	-17%	-$66.5K	0.23%	73
2022 Q4	$396K	Buy	3,282 +411	+14%	+$48.6K	0.31%	65
2022 Q3	$311K	Hold	2,871	–	–	0.26%	74
2022 Q2	$338K	Hold	2,871	–	–	0.3%	71
2022 Q1	$368K	Hold	2,871	–	–	0.28%	68
2021 Q4	$352K	Hold	2,871	–	–	0.27%	70
2021 Q3	$329K	Hold	2,871	–	–	0.28%	79
2021 Q2	$335K	Hold	2,871	–	–	0.29%	74
2021 Q1	$328K	Hold	2,871	–	–	0.31%	68
2020 Q4	$276K	Buy	+2,871	New	+$261K	0.27%	79

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

MRA Advisory Group's DVY Position: Q4 2024 in Review

MRA Advisory Group sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 2,483 shares — an estimated $335K sold.

MRA Advisory Group first reported a position in DVY in Q4 2020 and held it in 16 quarters. The position peaked at $396K in Q4 2022. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

MRA Advisory Group reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
MRA Advisory Group sold 2,483 iShares Select Dividend ETF shares in Q4 2024, an estimated $335K.
MRA Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 16 quarters.
MRA Advisory Group's iShares Select Dividend ETF position peaked at $396K in Q4 2022.
1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on MRA Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.