Stuart Chaussee & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Stuart Chaussee & Associates’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 Q2	–	Sell	-1,075	Closed	-$123K	–	175
2021 Q1	$123K	Hold	1,075	–	–	0.05%	34
2020 Q4	$103K	Hold	1,075	–	–	0.04%	32
2020 Q3	$88K	Hold	1,075	–	–	0.04%	33
2020 Q2	$87K	Hold	1,075	–	–	0.05%	30
2020 Q1	$79K	Hold	1,075	–	–	0.07%	25
2019 Q4	$114K	Hold	1,075	–	–	0.06%	25
2019 Q3	$110K	Hold	1,075	–	–	0.07%	30
2019 Q2	$107K	Hold	1,075	–	–	0.07%	32
2019 Q1	$106K	Hold	1,075	–	–	0.07%	29
2018 Q4	$96K	Hold	1,075	–	–	0.07%	22
2018 Q3	$107K	Hold	1,075	–	–	0.07%	34
2018 Q2	$105K	Buy	+1,075	New	+$104K	0.07%	29

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

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Stuart Chaussee & Associates's DVY Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of iShares Select Dividend ETF (DVY) in Q2 2021, closing a stake of 1,075 shares — an estimated $123K sold.

Stuart Chaussee & Associates first reported a position in DVY in Q2 2018 and held it in 12 quarters. The position peaked at $123K in Q1 2021. 1,033 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

Stuart Chaussee & Associates reported no remaining iShares Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
Stuart Chaussee & Associates sold 1,075 iShares Select Dividend ETF shares in Q2 2021, an estimated $123K.
Stuart Chaussee & Associates first reported a position in iShares Select Dividend ETF in Q2 2018 and held it in 12 quarters.
Stuart Chaussee & Associates's iShares Select Dividend ETF position peaked at $123K in Q1 2021.
1,033 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.