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

Stone House 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
2023 Q3	–	Sell	-455	Closed	-$51.6K	–	350
2023 Q2	$51.6K	Hold	455	–	–	0.02%	83
2023 Q1	$53.3K	Buy	+455	New	+$55K	0.02%	89
2019 Q2	–	Sell	-585	Closed	-$57K	–	74
2019 Q1	$57K	Buy	+585	New	+$56K	0.03%	85
2018 Q3	–	Sell	-3,490	Closed	-$341K	–	53
2018 Q2	$341K	Buy	+3,490	New	+$339K	0.22%	36
2017 Q1	–	Sell	-2,576	Closed	-$228K	–	39
2016 Q4	$228K	Buy	+2,576	New	+$222K	0.19%	35

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stone House Investment Management's DVY Position: Q3 2023 in Review

Stone House Investment Management sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 455 shares — an estimated $51.6K sold.

Stone House Investment Management first reported a position in DVY in Q4 2016 and held it in 5 quarters. The position peaked at $341K in Q2 2018. 1,155 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

Stone House Investment Management reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
Stone House Investment Management sold 455 iShares Select Dividend ETF shares in Q3 2023, an estimated $51.6K.
Stone House Investment Management first reported a position in iShares Select Dividend ETF in Q4 2016 and held it in 5 quarters.
Stone House Investment Management's iShares Select Dividend ETF position peaked at $341K in Q2 2018.
1,155 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.