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

One Plus One 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
2023 Q4	–	Sell	-2,772	Closed	-$298K	–	93
2023 Q3	$298K	Hold	2,772	–	–	0.19%	70
2023 Q2	$314K	Hold	2,772	–	–	0.2%	67
2023 Q1	$325K	Hold	2,772	–	–	0.23%	65
2022 Q4	$334K	Hold	2,772	–	–	0.23%	68
2022 Q3	$297K	Hold	2,772	–	–	0.24%	64
2022 Q2	$326K	Hold	2,772	–	–	0.25%	63
2022 Q1	$355K	Buy	2,772 +102	+4%	+$12.7K	0.24%	62
2021 Q4	$327K	Hold	2,670	–	–	0.23%	68
2021 Q3	$306K	Hold	2,670	–	–	0.22%	58
2021 Q2	$311K	Hold	2,670	–	–	0.21%	57
2021 Q1	$305K	Buy	+2,670	New	+$282K	0.24%	60

Other funds holding DVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

One Plus One Wealth Management's DVY Position: Q4 2023 in Review

One Plus One Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 2,772 shares — an estimated $298K sold.

One Plus One Wealth Management first reported a position in DVY in Q1 2021 and held it in 11 quarters. The position peaked at $355K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

One Plus One Wealth Management reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
One Plus One Wealth Management sold 2,772 iShares Select Dividend ETF shares in Q4 2023, an estimated $298K.
One Plus One Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2021 and held it in 11 quarters.
One Plus One Wealth Management's iShares Select Dividend ETF position peaked at $355K in Q1 2022.
1,236 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on One Plus One Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.