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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RDA Financial Network's DVY Position: Q2 2021 in Review

RDA Financial Network sold out of iShares Select Dividend ETF (DVY) in Q2 2021, closing a stake of 1,830 shares — an estimated $209K sold.

RDA Financial Network first reported a position in DVY in Q1 2019 and held it in 7 quarters. The position peaked at $276K in Q4 2020. 1,035 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

RDA Financial Network reported no remaining iShares Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
RDA Financial Network sold 1,830 iShares Select Dividend ETF shares in Q2 2021, an estimated $209K.
RDA Financial Network first reported a position in iShares Select Dividend ETF in Q1 2019 and held it in 7 quarters.
RDA Financial Network's iShares Select Dividend ETF position peaked at $276K in Q4 2020.
1,035 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on RDA Financial Network's 13F filing for Q2 2021, filed 13 Jul 2021.