Petix & Botte Financial’s iShares Select Dividend ETF DVY Stock Holding History

Petix & Botte 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	-2,922	Closed	-$374K	–	80
2022 Q1	$374K	Sell	2,922 -609	-17%	-$76.1K	0.12%	78
2021 Q4	$433K	Sell	3,531 -3,531	-50%	-$421K	0.28%	53
2021 Q3	$809K	Buy	7,062 +3,511	+99%	+$410K	0.27%	55
2021 Q2	$414K	Hold	3,551	–	–	0.29%	57
2021 Q1	$405K	Hold	3,551	–	–	0.3%	59
2020 Q4	$342K	Hold	3,551	–	–	0.26%	62
2020 Q3	$289K	Sell	3,551 -3,621	-50%	-$302K	0.23%	63
2020 Q2	$289K	Buy	7,172 +3,286	+85%	+$263K	0.24%	61
2020 Q1	$286K	Sell	3,886 -450	-10%	-$43K	0.28%	58
2019 Q4	$460K	Buy	+4,336	New	+$447K	0.36%	52

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

Petix & Botte Financial's DVY Position: Q2 2022 in Review

Petix & Botte Financial sold out of iShares Select Dividend ETF (DVY) in Q2 2022, closing a stake of 2,922 shares — an estimated $374K sold.

Petix & Botte Financial first reported a position in DVY in Q4 2019 and held it in 10 quarters. The position peaked at $809K in Q3 2021. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

Petix & Botte Financial reported no remaining iShares Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
Petix & Botte Financial sold 2,922 iShares Select Dividend ETF shares in Q2 2022, an estimated $374K.
Petix & Botte Financial first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 10 quarters.
Petix & Botte Financial's iShares Select Dividend ETF position peaked at $809K in Q3 2021.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Petix & Botte Financial's 13F filing for Q2 2022, filed 4 Aug 2022.