Surevest’s iShares Select Dividend ETF DVY Stock Holding History

Surevest’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
2022 Q3	$16K	Hold	150	–	–	﹤0.01%	257
2022 Q2	$18K	Hold	150	–	–	﹤0.01%	272
2022 Q1	$19K	Hold	150	–	–	﹤0.01%	246
2021 Q4	$18K	Buy	+150	New	+$17.9K	﹤0.01%	252
2019 Q1	–	Sell	-5,065	Closed	-$452K	–	128
2018 Q4	$452K	Buy	+5,065	New	+$485K	0.36%	58

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Surevest's DVY Position: Q3 2022 in Review

Surevest held its iShares Select Dividend ETF (DVY) position steady in Q3 2022 at 150 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Surevest first reported a position in DVY in Q4 2018 and has held it in 5 quarters since. The position peaked at $452K in Q4 2018. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Surevest held 150 shares of iShares Select Dividend ETF worth $16K as of Q3 2022.
Surevest left its iShares Select Dividend ETF share count unchanged in Q3 2022.
iShares Select Dividend ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #257 holding.
Surevest first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 5 quarters since.
Surevest's iShares Select Dividend ETF position peaked at $452K in Q4 2018.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.