Redhawk Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Redhawk Wealth 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
2023 Q2	–	Sell	-33,410	Closed	-$3.91M	–	210
2023 Q1	$3.91M	Buy	33,410 +1,753	+6%	+$212K	1.32%	22
2022 Q4	$3.82M	Sell	31,657 -128,485	-80%	-$15.2M	1.48%	19
2022 Q3	$17.2M	Buy	+160,142	New	+$19.2M	7.27%	2

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Redhawk Wealth Advisors's DVY Position: Q2 2023 in Review

Redhawk Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 33,410 shares — an estimated $3.91M sold.

Redhawk Wealth Advisors first reported a position in DVY in Q3 2022 and held it in 3 quarters. The position peaked at $17.2M in Q3 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Redhawk Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Redhawk Wealth Advisors sold 33,410 iShares Select Dividend ETF shares in Q2 2023, an estimated $3.91M.
Redhawk Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2022 and held it in 3 quarters.
Redhawk Wealth Advisors's iShares Select Dividend ETF position peaked at $17.2M in Q3 2022.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.