Second Half Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Second Half Financial Partners’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 Q3	–	Sell	-3,008	Closed	-$343K	–	45
2022 Q2	$343K	Hold	3,008	–	–	0.26%	50
2022 Q1	$343K	Buy	+3,008	New	+$376K	0.26%	50

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Second Half Financial Partners's DVY Position: Q3 2022 in Review

Second Half Financial Partners sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 3,008 shares — an estimated $343K sold.

Second Half Financial Partners first reported a position in DVY in Q1 2022 and held it in 2 quarters. The position peaked at $343K in Q2 2022. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Second Half Financial Partners reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Second Half Financial Partners sold 3,008 iShares Select Dividend ETF shares in Q3 2022, an estimated $343K.
Second Half Financial Partners first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 2 quarters.
Second Half Financial Partners's iShares Select Dividend ETF position peaked at $343K in Q2 2022.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.