Personal Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Personal Capital Advisors’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	$251K	Buy	2,078 +9	+0.4%	+$1.06K	﹤0.01%	416
2022 Q3	$222K	Sell	2,069 -28	-1%	-$3.36K	﹤0.01%	418
2022 Q2	$247K	Hold	2,097	–	–	﹤0.01%	387
2022 Q1	$269K	Sell	2,097 -157	-7%	-$19.6K	﹤0.01%	414
2021 Q4	$276K	Buy	2,254 +25	+1%	+$2.98K	﹤0.01%	454
2021 Q3	$256K	Sell	2,229 -223	-9%	-$26.1K	﹤0.01%	439
2021 Q2	$286K	Sell	2,452 -280	-10%	-$33.3K	﹤0.01%	401
2021 Q1	$312K	Buy	2,732 +509	+23%	+$53.8K	﹤0.01%	376
2020 Q4	$214K	Buy	+2,223	New	+$202K	﹤0.01%	434
2020 Q1	–	Sell	-2,741	Closed	-$290K	–	354
2019 Q4	$290K	Buy	2,741 +255	+10%	+$26.3K	﹤0.01%	330
2019 Q3	$253K	Sell	2,486 -276	-10%	-$27.5K	﹤0.01%	314
2019 Q2	$275K	Buy	2,762 +283	+11%	+$27.9K	﹤0.01%	277
2019 Q1	$243K	Sell	2,479 -506	-17%	-$48.5K	﹤0.01%	293
2018 Q4	$267K	Buy	+2,985	New	+$286K	﹤0.01%	271
2018 Q1	–	Sell	-2,604	Closed	-$257K	–	266
2017 Q4	$257K	Buy	+2,604	New	+$251K	﹤0.01%	220

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 22.96% 1-Year Est. Return

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

Personal Capital Advisors's DVY Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.43% in Q4 2022, buying an estimated $1.06K and bringing the position to 2,078 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Personal Capital Advisors first reported a position in DVY in Q4 2017 and has held it in 15 quarters since. The position peaked at $312K in Q1 2021. 1,242 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Personal Capital Advisors held 2,078 shares of iShares Select Dividend ETF worth $251K as of Q4 2022.
Personal Capital Advisors bought 9 iShares Select Dividend ETF shares in Q4 2022, an estimated $1.06K.
iShares Select Dividend ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #416 holding.
Personal Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 15 quarters since.
Personal Capital Advisors's iShares Select Dividend ETF position peaked at $312K in Q1 2021.
1,242 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.