Oxler Private Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Oxler Private 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
2022 Q4	–	Sell	-826	Closed	-$85.8K	–	148
2022 Q3	$85.8K	Buy	826 +306	+59%	+$36.7K	0.05%	153
2022 Q2	$61.2K	Buy	+520	New	+$65.1K	0.03%	141
2021 Q1	–	Sell	-535	Closed	-$51K	–	147
2020 Q4	$51K	Buy	+535	New	+$48.6K	0.03%	159

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Oxler Private Wealth's DVY Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Select Dividend ETF (DVY) in Q4 2022, closing a stake of 826 shares — an estimated $85.8K sold.

Oxler Private Wealth first reported a position in DVY in Q4 2020 and held it in 3 quarters. The position peaked at $85.8K in Q3 2022. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Oxler Private Wealth reported no remaining iShares Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 826 iShares Select Dividend ETF shares in Q4 2022, an estimated $85.8K.
Oxler Private Wealth first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's iShares Select Dividend ETF position peaked at $85.8K in Q3 2022.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.