Resolute Financial’s iShares Select Dividend ETF DVY Stock Holding History

Resolute Financial’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 Q4	$296K	Buy	2,451 +91	+4%	+$10.8K	0.25%	90
2022 Q3	$253K	Sell	2,360 -867	-27%	-$104K	0.24%	91
2022 Q2	$380K	Buy	3,227 +259	+9%	+$32.4K	0.33%	72
2022 Q1	$380K	Sell	2,968 -1,599	-35%	-$200K	0.31%	74
2021 Q4	$560K	Buy	+4,567	New	+$544K	0.42%	57

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

Resolute Financial's DVY Position: Q4 2022 in Review

Resolute Financial increased its iShares Select Dividend ETF (DVY) stake by 3.9% in Q4 2022, buying an estimated $10.8K and bringing the position to 2,451 shares worth $296K. The position accounts for 0.25% of the portfolio, ranked #90.

Resolute Financial first reported a position in DVY in Q4 2021 and has held it in 5 quarters since. The position peaked at $560K in Q4 2021. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Resolute Financial held 2,451 shares of iShares Select Dividend ETF worth $296K as of Q4 2022.
Resolute Financial bought 91 iShares Select Dividend ETF shares in Q4 2022, an estimated $10.8K.
iShares Select Dividend ETF made up 0.25% of Resolute Financial's portfolio in Q4 2022, its #90 holding.
Resolute Financial first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's iShares Select Dividend ETF position peaked at $560K in Q4 2021.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.