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

Ranch 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
2021 Q4	–	Sell	-363	Closed	-$42K	–	265
2021 Q3	$42K	Hold	363	–	–	0.03%	282
2021 Q2	$42K	Hold	363	–	–	0.03%	342
2021 Q1	$41K	Hold	363	–	–	0.03%	332
2020 Q4	$34K	Hold	363	–	–	0.02%	351
2020 Q3	$29K	Sell	363 -20	-5%	-$1.67K	0.02%	372
2020 Q2	$33K	Buy	383 +20	+6%	+$1.6K	0.03%	368
2020 Q1	$26K	Sell	363 -750	-67%	-$71.7K	0.03%	394
2019 Q4	$118K	Sell	1,113 -4	-0.4%	-$412	0.1%	193
2019 Q3	$114K	Buy	+1,117	New	+$111K	0.12%	187

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ranch Capital Advisors's DVY Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2021, closing a stake of 363 shares — an estimated $42K sold.

Ranch Capital Advisors first reported a position in DVY in Q3 2019 and held it in 9 quarters. The position peaked at $118K in Q4 2019. 1,173 funds tracked by Wall St. Rank hold DVY as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 363 iShares Select Dividend ETF shares in Q4 2021, an estimated $42K.
Ranch Capital Advisors first reported a position in iShares Select Dividend ETF in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's iShares Select Dividend ETF position peaked at $118K in Q4 2019.
1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.