Sonora Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Sonora Investment Management’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
2021 Q3	$61K	Buy	530 +500	+1,667%	+$58.4K	0.01%	379
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	856
2021 Q1	$3K	Sell	30 -371	-93%	-$39.2K	﹤0.01%	1627
2020 Q4	$39K	Sell	401 -250	-38%	-$22.7K	﹤0.01%	692
2020 Q3	$53K	Hold	651	–	–	﹤0.01%	561
2020 Q2	$53K	Hold	651	–	–	0.01%	488
2020 Q1	$48K	Hold	651	–	–	0.01%	502
2019 Q4	$69K	Sell	651 -643	-50%	-$66.2K	0.01%	426
2019 Q3	$132K	Buy	1,294 +581	+81%	+$57.9K	0.01%	290
2019 Q2	$71K	Buy	713 +92	+15%	+$9.08K	0.01%	417
2019 Q1	$61K	Buy	+621	New	+$59.5K	0.01%	422

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sonora Investment Management's DVY Position: Q3 2021 in Review

Sonora Investment Management increased its iShares Select Dividend ETF (DVY) stake by 1,667% in Q3 2021, buying an estimated $58.4K and bringing the position to 530 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #379.

Sonora Investment Management first reported a position in DVY in Q1 2019 and has held it in 11 quarters since. The position peaked at $132K in Q3 2019. 1,030 funds tracked by Wall St. Rank hold DVY as of Q3 2021.

Sonora Investment Management held 530 shares of iShares Select Dividend ETF worth $61K as of Q3 2021.
Sonora Investment Management bought 500 iShares Select Dividend ETF shares in Q3 2021, an estimated $58.4K.
iShares Select Dividend ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #379 holding.
Sonora Investment Management first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 11 quarters since.
Sonora Investment Management's iShares Select Dividend ETF position peaked at $132K in Q3 2019.
1,030 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.