Outfitter Financial’s iShares Select Dividend ETF DVY Stock Holding History

Outfitter Financial’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
2022 Q2	–	Sell	-1,630	Closed	-$209K	–	89
2022 Q1	$209K	Sell	1,630 -60	-4%	-$7.5K	0.16%	88
2021 Q4	$207K	Buy	+1,690	New	+$201K	0.15%	89
2021 Q3	–	Sell	-2,040	Closed	-$238K	–	94
2021 Q2	$238K	Sell	2,040 -220	-10%	-$26.2K	0.18%	93
2021 Q1	$258K	Buy	+2,260	New	+$239K	0.21%	90

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Outfitter Financial's DVY Position: Q2 2022 in Review

Outfitter Financial sold out of iShares Select Dividend ETF (DVY) in Q2 2022, closing a stake of 1,630 shares — an estimated $209K sold.

Outfitter Financial first reported a position in DVY in Q1 2021 and held it in 4 quarters. The position peaked at $258K in Q1 2021. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

Outfitter Financial reported no remaining iShares Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
Outfitter Financial sold 1,630 iShares Select Dividend ETF shares in Q2 2022, an estimated $209K.
Outfitter Financial first reported a position in iShares Select Dividend ETF in Q1 2021 and held it in 4 quarters.
Outfitter Financial's iShares Select Dividend ETF position peaked at $258K in Q1 2021.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Outfitter Financial's 13F filing for Q2 2022, filed 26 Jul 2022.