Sanford Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Sanford Advisory Services’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	$10.8M	Buy	89,715 +4,896	+6%	+$579K	2.58%	9
2022 Q3	$9.09M	Buy	84,819 +59,590	+236%	+$7.14M	2.6%	9
2022 Q2	$2.97M	Buy	25,229 +19,245	+322%	+$2.41M	0.84%	15
2022 Q1	$767K	Buy	5,984 +69	+1%	+$8.62K	0.21%	45
2021 Q4	$725K	Buy	5,915 +1	+0%	+$119	0.16%	50
2021 Q3	$679K	Hold	5,914	–	–	0.17%	53
2021 Q2	$690K	Buy	5,914 +25	+0.4%	+$2.97K	0.18%	50
2021 Q1	$672K	Buy	5,889 +398	+7%	+$42.1K	0.19%	48
2020 Q4	$528K	Buy	+5,491	New	+$498K	0.17%	55

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

Sanford Advisory Services's DVY Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares Select Dividend ETF (DVY) stake by 5.8% in Q4 2022, buying an estimated $579K and bringing the position to 89,715 shares worth $10.8M. The position accounts for 2.58% of the portfolio, ranked #9.

Sanford Advisory Services first reported a position in DVY in Q4 2020 and has held it in 9 quarters since. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Sanford Advisory Services held 89,715 shares of iShares Select Dividend ETF worth $10.8M as of Q4 2022.
Sanford Advisory Services bought 4,896 iShares Select Dividend ETF shares in Q4 2022, an estimated $579K.
iShares Select Dividend ETF made up 2.58% of Sanford Advisory Services's portfolio in Q4 2022, its #9 holding.
Sanford Advisory Services first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 9 quarters since.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.