Stewardship Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Stewardship 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
2020 Q3	–	Sell	-166	Closed	-$13K	–	80
2020 Q2	$13K	Buy	166 +122	+277%	+$9.75K	0.01%	67
2020 Q1	$3K	Hold	44	–	–	﹤0.01%	56
2019 Q4	$5K	Hold	44	–	–	﹤0.01%	82
2019 Q3	$4K	Hold	44	–	–	﹤0.01%	68
2019 Q2	$4K	Hold	44	–	–	﹤0.01%	65
2019 Q1	$4K	Hold	44	–	–	﹤0.01%	64
2018 Q4	$4K	Hold	44	–	–	﹤0.01%	59
2018 Q3	$4K	Buy	+44	New	+$4.41K	﹤0.01%	73

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Stewardship Financial Advisors's DVY Position: Q3 2020 in Review

Stewardship Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2020, closing a stake of 166 shares — an estimated $13K sold.

Stewardship Financial Advisors first reported a position in DVY in Q3 2018 and held it in 8 quarters. The position peaked at $13K in Q2 2020. 858 funds tracked by Wall St. Rank hold DVY as of Q3 2020.

Stewardship Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Stewardship Financial Advisors sold 166 iShares Select Dividend ETF shares in Q3 2020, an estimated $13K.
Stewardship Financial Advisors first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 8 quarters.
Stewardship Financial Advisors's iShares Select Dividend ETF position peaked at $13K in Q2 2020.
858 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2020.

Based on Stewardship Financial Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.