Peoples Bank (Ohio)’s iShares Select Dividend ETF DVY Stock Holding History

Peoples Bank (Ohio)’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 Q3	–	Sell	-2,105	Closed	-$238K	–	111
2023 Q2	$238K	Sell	2,105 -2,690	-56%	-$306K	0.15%	100
2023 Q1	$562K	Sell	4,795 -935	-16%	-$113K	0.36%	52
2022 Q4	$691K	Sell	5,730 -656	-10%	-$77.6K	0.45%	47
2022 Q3	$685K	Buy	6,386 +1,561	+32%	+$187K	0.46%	47
2022 Q2	$568K	Buy	4,825 +955	+25%	+$120K	0.35%	58
2022 Q1	$495K	Buy	3,870 +1,325	+52%	+$166K	0.25%	70
2021 Q4	$312K	Buy	2,545 +600	+31%	+$71.5K	0.15%	97
2021 Q3	$223K	Hold	1,945	–	–	0.12%	112
2021 Q2	$227K	Buy	1,945 +65	+3%	+$7.73K	0.12%	111
2021 Q1	$215K	Buy	+1,880	New	+$199K	0.12%	107
2020 Q1	–	Sell	-3,690	Closed	-$390K	–	87
2019 Q4	$390K	Sell	3,690 -200	-5%	-$20.6K	0.24%	66
2019 Q3	$397K	Sell	3,890 -100	-3%	-$9.97K	0.26%	66
2019 Q2	$397K	Sell	3,990 -215	-5%	-$21.2K	0.25%	65
2019 Q1	$413K	Buy	4,205 +1,066	+34%	+$102K	0.26%	64
2018 Q4	$280K	Buy	3,139 +389	+14%	+$37.3K	0.19%	88
2018 Q3	$274K	Sell	2,750 -205	-7%	-$20.6K	0.16%	84
2018 Q2	$289K	Sell	2,955 -265	-8%	-$25.7K	0.17%	82
2018 Q1	$306K	Hold	3,220	–	–	0.18%	78
2017 Q4	$318K	Sell	3,220 -248	-7%	-$23.9K	0.18%	80
2017 Q3	$324K	Sell	3,468 -225	-6%	-$20.8K	0.18%	77
2017 Q2	$340K	Hold	3,693	–	–	0.19%	75
2017 Q1	$337K	Buy	3,693 +150	+4%	+$13.6K	0.19%	74
2016 Q4	$314K	Sell	3,543 -259	-7%	-$22.3K	0.18%	75
2016 Q3	$326K	Hold	3,802	–	–	0.2%	66
2016 Q2	$324K	Sell	3,802 -25	-0.7%	-$2.06K	0.2%	67
2016 Q1	$312K	Hold	3,827	–	–	0.2%	73
2015 Q4	$287K	Buy	+3,827	New	+$291K	0.17%	79

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

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

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

Peoples Bank (Ohio)'s DVY Position: Q3 2023 in Review

Peoples Bank (Ohio) sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 2,105 shares — an estimated $238K sold.

Peoples Bank (Ohio) first reported a position in DVY in Q4 2015 and held it in 27 quarters. The position peaked at $691K in Q4 2022. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

Peoples Bank (Ohio) reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
Peoples Bank (Ohio) sold 2,105 iShares Select Dividend ETF shares in Q3 2023, an estimated $238K.
Peoples Bank (Ohio) first reported a position in iShares Select Dividend ETF in Q4 2015 and held it in 27 quarters.
Peoples Bank (Ohio)'s iShares Select Dividend ETF position peaked at $691K in Q4 2022.
1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2023, filed 26 Oct 2023.