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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.65M Buy
13,992
+3,920
+39% +$491K 0.64% 39
2022
Q1
$1.29M Buy
10,072
+3,755
+59% +$469K 0.4% 58
2021
Q4
$774K Buy
+6,317
New +$753K 0.24% 99

Other funds holding DVY

Pinnacle Private Wealth's DVY Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Select Dividend ETF (DVY) stake by 39% in Q2 2022, buying an estimated $491K and bringing the position to 13,992 shares worth $1.65M. The position accounts for 0.64% of the portfolio, ranked #39.

Pinnacle Private Wealth first reported a position in DVY in Q4 2021 and has held it in 3 quarters since. 1,175 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

  • Pinnacle Private Wealth held 13,992 shares of iShares Select Dividend ETF worth $1.65M as of Q2 2022.
  • Pinnacle Private Wealth bought 3,920 iShares Select Dividend ETF shares in Q2 2022, an estimated $491K.
  • iShares Select Dividend ETF made up 0.64% of Pinnacle Private Wealth's portfolio in Q2 2022, its #39 holding.
  • Pinnacle Private Wealth first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 3 quarters since.
  • 1,175 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.