Sage Private Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

Sage Private Wealth Group’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	–	Sell	-125	Closed	-$13K	–	82
2022 Q3	$13K	Buy	125 +1	+0.8%	+$120	0.02%	131
2022 Q2	$15K	Buy	124 +2	+2%	+$250	0.02%	126
2022 Q1	$16K	Buy	122 +1	+0.8%	+$125	0.02%	130
2021 Q4	$14K	Hold	121	–	–	0.02%	132
2021 Q3	$14K	Buy	121 +1	+0.8%	+$117	0.02%	134
2021 Q2	$14K	Buy	120 +1	+0.8%	+$119	0.02%	127
2021 Q1	$14K	Buy	119 +1	+0.8%	+$106	0.02%	127
2020 Q4	$11K	Buy	+118	New	+$10.7K	0.03%	127

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

Sage Private Wealth Group's DVY Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares Select Dividend ETF (DVY) in Q4 2022, closing a stake of 125 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in DVY in Q4 2020 and held it in 8 quarters. The position peaked at $16K in Q1 2022. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 125 iShares Select Dividend ETF shares in Q4 2022, an estimated $13K.
Sage Private Wealth Group first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares Select Dividend ETF position peaked at $16K in Q1 2022.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.