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Shilanski & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Shilanski & Associates’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
-5,118
Closed -$549K – 130
2022
Q3 		$549K Buy
+5,118
New +$613K 0.2% 65

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shilanski & Associates's DVY Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Select Dividend ETF (DVY) in Q4 2022, closing a stake of 5,118 shares — an estimated $549K sold.

Shilanski & Associates first reported a position in DVY in Q3 2022 and held it in 1 quarter. The position peaked at $549K in Q3 2022. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 5,118 iShares Select Dividend ETF shares in Q4 2022, an estimated $549K.
  • Shilanski & Associates first reported a position in iShares Select Dividend ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Select Dividend ETF position peaked at $549K in Q3 2022.
  • 1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.