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Reby Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Reby 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
2020
Q4 		$441K Buy
+4,580
New +$416K 0.12% 44

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Reby Advisors's DVY Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q4 2020: 4,580 shares worth $441K. The stake represents 0.12% of the portfolio and ranks #44 among its holdings.

965 funds tracked by Wall St. Rank hold DVY as of Q4 2020.

  • Reby Advisors held 4,580 shares of iShares Select Dividend ETF worth $441K as of Q4 2020.
  • iShares Select Dividend ETF was a new Reby Advisors position in Q4 2020.
  • iShares Select Dividend ETF made up 0.12% of Reby Advisors's portfolio in Q4 2020, its #44 holding.
  • 965 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.