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Sugarloaf Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$1.38M Buy
10,517
+2
+0% +$273 0.26% 43
2024
Q3 		$1.42M Buy
10,515
+3
+0% +$388 0.27% 44
2024
Q2 		$1.27M Buy
10,512
+1
+0% +$121 0.26% 45
2024
Q1 		$1.29M Buy
10,511
+2
+0% +$234 0.27% 45
2023
Q4 		$1.23M Sell
10,509
-945
-8% -$104K 0.3% 44
2023
Q3 		$1.23M Sell
11,454
-538
-4% -$61.2K 0.31% 45
2023
Q2 		$1.36M Buy
11,992
+5
+0% +$570 0.32% 42
2023
Q1 		$1.4M Buy
11,987
+6
+0.1% +$726 0.35% 41
2022
Q4 		$1.44M Sell
11,981
-776
-6% -$91.8K 0.36% 37
2022
Q3 		$1.37M Sell
12,757
-121
-0.9% -$14.5K 0.35% 42
2022
Q2 		$1.51M Sell
12,878
-190
-1% -$23.8K 0.38% 39
2022
Q1 		$1.67M Buy
13,068
+4
+0% +$500 0.4% 38
2021
Q4 		$1.6M Sell
13,064
-247
-2% -$29.4K 0.38% 38
2021
Q3 		$1.53M Buy
13,311
+6
+0% +$701 0.4% 38
2021
Q2 		$1.55M Buy
13,305
+12,885
+3,068% +$1.53M 0.42% 36
2021
Q1 		$1.52K Sell
420
-13,053
-97% -$1.38M 0.45% 31
2020
Q4 		$1.3M Buy
13,473
+6
+0% +$545 0.43% 35
2020
Q3 		$1.1M Buy
13,467
+8
+0.1% +$667 0.4% 39
2020
Q2 		$1.09M Sell
13,459
-552
-4% -$44.1K 0.42% 39
2020
Q1 		$1.03M Sell
14,011
-387
-3% -$37K 0.46% 31
2019
Q4 		$1.52M Buy
+14,398
New +$1.48M 0.65% 25

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's DVY Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.02% in Q4 2024, buying an estimated $273 and bringing the position to 10,517 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #43.

Sugarloaf Wealth Management first reported a position in DVY in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.67M in Q1 2022. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

  • Sugarloaf Wealth Management held 10,517 shares of iShares Select Dividend ETF worth $1.38M as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 iShares Select Dividend ETF shares in Q4 2024, an estimated $273.
  • iShares Select Dividend ETF made up 0.26% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #43 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Select Dividend ETF position peaked at $1.67M in Q1 2022.
  • 1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.