Sutton Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sutton Wealth Advisors’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	$1.22M	Sell	11,292 -2	-0%	-$227	0.6%	32
2023 Q2	$1.28M	Sell	11,294 -232	-2%	-$26.4K	0.62%	29
2023 Q1	$1.35M	Sell	11,526 -68	-0.6%	-$8.22K	0.72%	26
2022 Q4	$1.4M	Hold	11,594	–	–	0.53%	32
2022 Q3	$1.24M	Hold	11,594	–	–	0.51%	36
2022 Q2	$1.36M	Sell	11,594 -83	-0.7%	-$10.4K	0.54%	35
2022 Q1	$1.5M	Buy	11,677 +1,193	+11%	+$149K	0.52%	36
2021 Q4	$1.29M	Hold	10,484	–	–	0.43%	44
2021 Q3	$1.2M	Sell	10,484 -198	-2%	-$23.1K	0.44%	42
2021 Q2	$1.25M	Sell	10,682 -166	-2%	-$19.7K	0.46%	42
2021 Q1	$1.24M	Sell	10,848 -233	-2%	-$24.6K	0.49%	39
2020 Q4	$1.07M	Sell	11,081 -596	-5%	-$54.1K	0.45%	42
2020 Q3	$952K	Sell	11,677 -12	-0.1%	-$1K	0.46%	41
2020 Q2	$944K	Sell	11,689 -24	-0.2%	-$1.92K	0.49%	40
2020 Q1	$861K	Sell	11,713 -48	-0.4%	-$4.59K	0.54%	39
2019 Q4	$1.24M	Hold	11,761	–	–	0.64%	29
2019 Q3	$1.2M	Sell	11,761 -265	-2%	-$26.4K	0.67%	29
2019 Q2	$1.2M	Sell	12,026 -344	-3%	-$33.9K	0.69%	27
2019 Q1	$1.21M	Sell	12,370 -1,229	-9%	-$118K	0.71%	24
2018 Q4	$1.21M	Buy	13,599 +816	+6%	+$78.2K	0.78%	22
2018 Q3	$1.28M	Buy	12,783 +96	+0.8%	+$9.62K	0.84%	16
2018 Q2	$1.24M	Hold	12,687	–	–	0.86%	16
2018 Q1	$1.21M	Hold	12,687	–	–	0.86%	17
2017 Q4	$1.25M	Buy	12,687 +259	+2%	+$24.9K	0.92%	17
2017 Q3	$1.16M	Buy	12,428 +285	+2%	+$26.4K	0.89%	17
2017 Q2	$1.12M	Buy	12,143 +390	+3%	+$35.9K	0.89%	17
2017 Q1	$1.07M	Buy	11,753 +516	+5%	+$46.7K	0.9%	17
2016 Q4	$995K	Hold	11,237	–	–	0.89%	17
2016 Q3	$963K	Buy	11,237 +140	+1%	+$12.1K	0.88%	17
2016 Q2	$946K	Buy	11,097 +808	+8%	+$66.6K	0.89%	17
2016 Q1	$840K	Buy	+10,289	New	+$785K	0.8%	20

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sutton Wealth Advisors's DVY Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.02% in Q3 2023, selling an estimated $227 and leaving 11,292 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #32.

Sutton Wealth Advisors first reported a position in DVY in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.5M in Q1 2022. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

Sutton Wealth Advisors held 11,292 shares of iShares Select Dividend ETF worth $1.22M as of Q3 2023.
Sutton Wealth Advisors sold 2 iShares Select Dividend ETF shares in Q3 2023, an estimated $227.
iShares Select Dividend ETF made up 0.6% of Sutton Wealth Advisors's portfolio in Q3 2023, its #32 holding.
Sutton Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares Select Dividend ETF position peaked at $1.5M in Q1 2022.
1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.