SC&H Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

SC&H Financial 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 Q1	–	Sell	-2,613	Closed	-$315K	–	133
2022 Q4	$315K	Sell	2,613 -34	-1%	-$4.02K	0.13%	106
2022 Q3	$284K	Buy	2,647 +10	+0.4%	+$1.2K	0.14%	107
2022 Q2	$310K	Buy	2,637 +5	+0.2%	+$626	0.14%	112
2022 Q1	$337K	Buy	2,632 +6	+0.2%	+$750	0.16%	116
2021 Q4	$322K	Buy	+2,626	New	+$313K	0.18%	115

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

SC&H Financial Advisors's DVY Position: Q1 2023 in Review

SC&H Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2023, closing a stake of 2,613 shares — an estimated $315K sold.

SC&H Financial Advisors first reported a position in DVY in Q4 2021 and held it in 5 quarters. The position peaked at $337K in Q1 2022. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.

SC&H Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
SC&H Financial Advisors sold 2,613 iShares Select Dividend ETF shares in Q1 2023, an estimated $315K.
SC&H Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 5 quarters.
SC&H Financial Advisors's iShares Select Dividend ETF position peaked at $337K in Q1 2022.
1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.

Based on SC&H Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.