Squar Milner Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Squar Milner Financial 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
2020 Q3	–	Sell	-3,994	Closed	-$322K	–	53
2020 Q2	$322K	Buy	3,994 +1,659	+71%	+$133K	0.18%	142
2020 Q1	$171K	Sell	2,335 -1,288	-36%	-$123K	0.1%	188
2019 Q4	$382K	Sell	3,623 -391	-10%	-$40.3K	0.19%	114
2019 Q3	$327K	Buy	4,014 +555	+16%	+$55.3K	0.17%	149
2019 Q2	$344K	Buy	3,459 +4	+0.1%	+$395	0.23%	101
2019 Q1	$339K	Buy	3,455 +165	+5%	+$15.8K	0.25%	91
2018 Q4	$294K	Buy	3,290 +135	+4%	+$12.9K	0.28%	91
2018 Q3	$315K	Sell	3,155 -1,523	-33%	-$153K	0.28%	94
2018 Q2	$457K	Hold	4,678	–	–	0.4%	56
2018 Q1	$445K	Buy	4,678 +15	+0.3%	+$1.47K	0.56%	53
2017 Q4	$473K	Buy	+4,663	New	+$449K	0.57%	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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Squar Milner Financial Services's DVY Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Select Dividend ETF (DVY) in Q3 2020, closing a stake of 3,994 shares — an estimated $322K sold.

Squar Milner Financial Services first reported a position in DVY in Q4 2017 and held it in 11 quarters. The position peaked at $473K in Q4 2017. 858 funds tracked by Wall St. Rank hold DVY as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,994 iShares Select Dividend ETF shares in Q3 2020, an estimated $322K.
Squar Milner Financial Services first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Select Dividend ETF position peaked at $473K in Q4 2017.
858 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.