RK
DVY icon

Rather & Kittrell’s iShares Select Dividend ETF DVY Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-438
Closed -$53K – 121
2021
Q4 		$53K Buy
+438
New +$52.2K 0.05% 123

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rather & Kittrell's DVY Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 438 shares — an estimated $53K sold.

Rather & Kittrell first reported a position in DVY in Q4 2021 and held it in 1 quarter. The position peaked at $53K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 438 iShares Select Dividend ETF shares in Q1 2022, an estimated $53K.
  • Rather & Kittrell first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Select Dividend ETF position peaked at $53K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.