True Capital Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
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True Capital Management's DVY Position: Q1 2023 in Review
True Capital Management reduced its iShares Select Dividend ETF (DVY) stake by 9.3% in Q1 2023, selling an estimated $39.6K and leaving 3,201 shares worth $375K. The position accounts for 0.26% of the portfolio, ranked #72.
True Capital Management first reported a position in DVY in Q4 2022 and has held it in 2 quarters since. The position peaked at $426K in Q4 2022. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.
- True Capital Management held 3,201 shares of iShares Select Dividend ETF worth $375K as of Q1 2023.
- True Capital Management sold 327 iShares Select Dividend ETF shares in Q1 2023, an estimated $39.6K.
- iShares Select Dividend ETF made up 0.26% of True Capital Management's portfolio in Q1 2023, its #72 holding.
- True Capital Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 2 quarters since.
- True Capital Management's iShares Select Dividend ETF position peaked at $426K in Q4 2022.
- 1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.
Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.