Northwest Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-1,080	Closed	-$106K	–	209
2019 Q1	$106K	Hold	1,080	–	–	0.08%	156
2018 Q4	$96K	Sell	1,080 -700	-39%	-$67K	0.08%	149
2018 Q3	$178K	Sell	1,780 -400	-18%	-$40.1K	0.13%	117
2018 Q2	$213K	Hold	2,180	–	–	0.16%	103
2018 Q1	$208K	Buy	+2,180	New	+$213K	0.15%	105

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Northwest Wealth Management's DVY Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2019, closing a stake of 1,080 shares — an estimated $106K sold.

Northwest Wealth Management first reported a position in DVY in Q1 2018 and held it in 5 quarters. The position peaked at $213K in Q2 2018. 900 funds tracked by Wall St. Rank hold DVY as of Q2 2019.

Northwest Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,080 iShares Select Dividend ETF shares in Q2 2019, an estimated $106K.
Northwest Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's iShares Select Dividend ETF position peaked at $213K in Q2 2018.
900 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.