Treasure Coast Financial Planning’s iShares Select Dividend ETF DVY Stock Holding History

Treasure Coast Financial Planning’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 Q1	–	Sell	-38,718	Closed	-$4.67M	–	39
2022 Q4	$4.67M	Buy	38,718 +511	+1%	+$60.5K	3.48%	10
2022 Q3	$4.1M	Buy	38,207 +956	+3%	+$115K	3.29%	12
2022 Q2	$4.38M	Buy	37,251 +2,063	+6%	+$258K	3.39%	11
2022 Q1	$4.51M	Buy	35,188 +1,983	+6%	+$248K	3.46%	12
2021 Q4	$4.07M	Buy	+33,205	New	+$3.96M	3.15%	12

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Treasure Coast Financial Planning's DVY Position: Q1 2023 in Review

Treasure Coast Financial Planning sold out of iShares Select Dividend ETF (DVY) in Q1 2023, closing a stake of 38,718 shares — an estimated $4.67M sold.

Treasure Coast Financial Planning first reported a position in DVY in Q4 2021 and held it in 5 quarters. The position peaked at $4.67M in Q4 2022. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.

Treasure Coast Financial Planning reported no remaining iShares Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Treasure Coast Financial Planning sold 38,718 iShares Select Dividend ETF shares in Q1 2023, an estimated $4.67M.
Treasure Coast Financial Planning first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 5 quarters.
Treasure Coast Financial Planning's iShares Select Dividend ETF position peaked at $4.67M in Q4 2022.
1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.

Based on Treasure Coast Financial Planning's 13F filing for Q1 2023, filed 4 May 2023.