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

Robinswood 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
2023 Q4	–	Sell	-1	Closed	-$107	–	254
2023 Q3	$107	Hold	1	–	–	﹤0.01%	240
2023 Q2	$113	Buy	+1	New	+$114	﹤0.01%	221

Other funds holding DVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Robinswood Financial's DVY Position: Q4 2023 in Review

Robinswood Financial sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 1 share — an estimated $107 sold.

Robinswood Financial first reported a position in DVY in Q2 2023 and held it in 2 quarters. The position peaked at $113 in Q2 2023. 1,236 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

Robinswood Financial reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
Robinswood Financial sold 1 iShares Select Dividend ETF share in Q4 2023, an estimated $107.
Robinswood Financial first reported a position in iShares Select Dividend ETF in Q2 2023 and held it in 2 quarters.
Robinswood Financial's iShares Select Dividend ETF position peaked at $113 in Q2 2023.
1,236 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on Robinswood Financial's 13F filing for Q4 2023, filed 15 Jul 2026.