Strengthening Families & Communities LLC’s iShares Select Dividend ETF DVY Stock Holding History

Strengthening Families & Communities LLC’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
2024 Q3	–	Sell	-860	Closed	-$104K	–	589
2024 Q2	$104K	Buy	+860	New	+$104K	0.03%	194
2023 Q4	–	Sell	-862	Closed	-$93K	–	249
2023 Q3	$93K	Hold	862	–	–	0.04%	163
2023 Q2	$98K	Buy	+862	New	+$98.2K	0.04%	167
2022 Q4	$290K	Buy	2,401 +21	+0.9%	+$2.48K	0.17%	110
2022 Q3	$255K	Sell	2,380 -149	-6%	-$17.9K	0.13%	139
2022 Q2	$324K	Hold	2,529	–	–	0.2%	106
2022 Q1	$324K	Buy	2,529 +17	+0.7%	+$2.12K	0.2%	103
2021 Q4	$4.25M	Buy	+2,512	New	+$299K	0.99%	16

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strengthening Families & Communities LLC's DVY Position: Q3 2024 in Review

Strengthening Families & Communities LLC sold out of iShares Select Dividend ETF (DVY) in Q3 2024, closing a stake of 860 shares — an estimated $104K sold.

Strengthening Families & Communities LLC first reported a position in DVY in Q4 2021 and held it in 8 quarters. The position peaked at $4.25M in Q4 2021. 1,257 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

Strengthening Families & Communities LLC reported no remaining iShares Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
Strengthening Families & Communities LLC sold 860 iShares Select Dividend ETF shares in Q3 2024, an estimated $104K.
Strengthening Families & Communities LLC first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 8 quarters.
Strengthening Families & Communities LLC's iShares Select Dividend ETF position peaked at $4.25M in Q4 2021.
1,257 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q3 2024, filed 7 Nov 2024.