Platte River Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Platte River Wealth 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
2024 Q3	$3.1M	Sell	22,972 -387	-2%	-$50K	0.83%	29
2024 Q2	$2.83M	Sell	23,359 -503	-2%	-$61.1K	0.79%	28
2024 Q1	$2.94M	Sell	23,862 -3,680	-13%	-$431K	0.84%	29
2023 Q4	$3.23M	Sell	27,542 -3,618	-12%	-$398K	1.07%	25
2023 Q3	$3.35M	Buy	31,160 +392	+1%	+$44.6K	1.23%	23
2023 Q2	$3.49M	Sell	30,768 -4,310	-12%	-$491K	1.22%	24
2023 Q1	$4.11M	Sell	35,078 -2,363	-6%	-$286K	1.58%	21
2022 Q4	$4.52M	Buy	37,441 +2,633	+8%	+$312K	1.91%	15
2022 Q3	$3.73M	Sell	34,808 -2,435	-7%	-$292K	1.67%	17
2022 Q2	$4.38M	Buy	37,243 +1,488	+4%	+$186K	1.9%	16
2022 Q1	$4.58M	Buy	35,755 +3,276	+10%	+$409K	1.67%	17
2021 Q4	$4.12M	Buy	32,479 +3,610	+13%	+$430K	1.41%	20
2021 Q3	$3.31M	Buy	28,869 +1,561	+6%	+$182K	1.23%	24
2021 Q2	$3.19M	Buy	27,308 +1,190	+5%	+$142K	1.21%	24
2021 Q1	$3.01M	Buy	26,118 +5,100	+24%	+$539K	1.24%	24
2020 Q4	$2.11M	Buy	21,018 +6,887	+49%	+$625K	0.91%	26
2020 Q3	$1.15M	Buy	14,131 +456	+3%	+$38K	0.59%	36
2020 Q2	$1.11M	Buy	+13,675	New	+$1.09M	0.61%	41
2019 Q4	$2.75M	Buy	+26,499	New	+$2.73M	1.45%	20

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Platte River Wealth Advisors's DVY Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 1.7% in Q3 2024, selling an estimated $50K and leaving 22,972 shares worth $3.1M. The position accounts for 0.83% of the portfolio, ranked #29.

Platte River Wealth Advisors first reported a position in DVY in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.58M in Q1 2022. 1,255 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

Platte River Wealth Advisors held 22,972 shares of iShares Select Dividend ETF worth $3.1M as of Q3 2024.
Platte River Wealth Advisors sold 387 iShares Select Dividend ETF shares in Q3 2024, an estimated $50K.
iShares Select Dividend ETF made up 0.83% of Platte River Wealth Advisors's portfolio in Q3 2024, its #29 holding.
Platte River Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's iShares Select Dividend ETF position peaked at $4.58M in Q1 2022.
1,255 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.