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Syverson Strege & Co’s iShares Select Dividend ETF DVY Stock Holding History

Syverson Strege & Co’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 		– Sell
-688
Closed -$84K – 310
2021
Q4 		$84K Hold
688
– – 0.06% 105
2021
Q3 		$79K Hold
688
– – 0.06% 105
2021
Q2 		$80K Buy
+688
New +$81.8K 0.07% 100

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Syverson Strege & Co's DVY Position: Q1 2022 in Review

Syverson Strege & Co sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 688 shares — an estimated $84K sold.

Syverson Strege & Co first reported a position in DVY in Q2 2021 and held it in 3 quarters. The position peaked at $84K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

  • Syverson Strege & Co reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Syverson Strege & Co sold 688 iShares Select Dividend ETF shares in Q1 2022, an estimated $84K.
  • Syverson Strege & Co first reported a position in iShares Select Dividend ETF in Q2 2021 and held it in 3 quarters.
  • Syverson Strege & Co's iShares Select Dividend ETF position peaked at $84K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Syverson Strege & Co's 13F filing for Q1 2022, filed 13 Apr 2022.