Peak Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Peak Asset 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 Q2	–	Sell	-15,033	Closed	-$1.76M	–	141
2023 Q1	$1.76M	Buy	15,033 +698	+5%	+$84.4K	0.43%	51
2022 Q4	$1.73M	Buy	14,335 +654	+5%	+$77.4K	0.45%	51
2022 Q3	$1.47M	Buy	13,681 +1,802	+15%	+$216K	0.42%	52
2022 Q2	$1.4M	Buy	11,879 +2,182	+23%	+$273K	0.38%	51
2022 Q1	$1.24M	Buy	9,697 +674	+7%	+$84.2K	0.29%	64
2021 Q4	$1.11M	Buy	9,023 +512	+6%	+$61K	0.26%	64
2021 Q3	$976K	Buy	8,511 +149	+2%	+$17.4K	0.24%	67
2021 Q2	$975K	Sell	8,362 -15	-0.2%	-$1.78K	0.24%	66
2021 Q1	$956K	Buy	8,377 +1,882	+29%	+$199K	0.23%	73
2020 Q4	$625K	Buy	6,495 +2,648	+69%	+$240K	0.16%	79
2020 Q3	$314K	Buy	+3,847	New	+$321K	0.09%	100
2016 Q2	–	Sell	-3,960	Closed	-$323K	–	135
2016 Q1	$323K	Hold	3,960	–	–	0.15%	95
2015 Q4	$298K	Sell	3,960 -245	-6%	-$18.6K	0.15%	93
2015 Q3	$306K	Sell	4,205 -2,165	-34%	-$162K	0.16%	87
2015 Q2	$479K	Sell	6,370 -400	-6%	-$31.2K	0.25%	69
2015 Q1	$528K	Sell	6,770 -3,014	-31%	-$238K	0.26%	63
2014 Q4	$777K	Buy	+9,784	New	+$756K	0.41%	49

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Peak Asset Management's DVY Position: Q2 2023 in Review

Peak Asset Management sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 15,033 shares — an estimated $1.76M sold.

Peak Asset Management first reported a position in DVY in Q4 2014 and held it in 17 quarters. The position peaked at $1.76M in Q1 2023. 1,185 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Peak Asset Management reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Peak Asset Management sold 15,033 iShares Select Dividend ETF shares in Q2 2023, an estimated $1.76M.
Peak Asset Management first reported a position in iShares Select Dividend ETF in Q4 2014 and held it in 17 quarters.
Peak Asset Management's iShares Select Dividend ETF position peaked at $1.76M in Q1 2023.
1,185 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Peak Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.