Swaine & Leidel Wealth Services’s iShares Select Dividend ETF DVY Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$343K	Buy	+343	New	+$42.9K	0.26%	50
2021 Q3	$355K	Buy	+3,101	New	+$362K	0.31%	48
2021 Q1	$343K	Sell	3,008 -29	-1%	-$3.06K	0.22%	57
2020 Q4	$292K	Buy	+3,037	New	+$276K	0.21%	57

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Swaine & Leidel Wealth Services's DVY Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares Select Dividend ETF (DVY) in Q1 2022: 343 shares worth $343K. The stake represents 0.26% of the portfolio and ranks #50 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in DVY as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in DVY in Q4 2020 and has held it in 4 quarters since. The position peaked at $355K in Q3 2021. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

Swaine & Leidel Wealth Services held 343 shares of iShares Select Dividend ETF worth $343K as of Q1 2022.
iShares Select Dividend ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
iShares Select Dividend ETF made up 0.26% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #50 holding.
Swaine & Leidel Wealth Services first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 4 quarters since.
Swaine & Leidel Wealth Services's iShares Select Dividend ETF position peaked at $355K in Q3 2021.
1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.