RDA Financial Network’s iShares Select Dividend ETF DVY Stock Holding History

RDA Financial Network’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 Q2	–	Sell	-1,830	Closed	-$209K	–	225
2021 Q1	$209K	Sell	1,830 -1,042	-36%	-$110K	0.09%	208
2020 Q4	$276K	Buy	2,872 +396	+16%	+$35.9K	0.12%	172
2020 Q3	$202K	Buy	+2,476	New	+$206K	0.09%	206
2020 Q1	–	Sell	-2,337	Closed	-$246K	–	200
2019 Q4	$246K	Buy	2,337 +15	+0.6%	+$1.54K	0.1%	207
2019 Q3	$239K	Buy	2,322 +17	+0.7%	+$1.7K	0.1%	202
2019 Q2	$231K	Buy	2,305 +16	+0.7%	+$1.58K	0.1%	196
2019 Q1	$229K	Buy	+2,289	New	+$219K	0.11%	187

Other funds holding DVY

Bank of America

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return