True North Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-2,711
Closed -$318K – 217
2023
Q1
$318K Buy
+2,711
New +$328K 0.09% 155

Other funds holding DVY

True North Advisors's DVY Position: Q2 2023 in Review

True North Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 2,711 shares — an estimated $318K sold.

True North Advisors first reported a position in DVY in Q1 2023 and held it in 1 quarter. The position peaked at $318K in Q1 2023. 1,185 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • True North Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • True North Advisors sold 2,711 iShares Select Dividend ETF shares in Q2 2023, an estimated $318K.
  • True North Advisors first reported a position in iShares Select Dividend ETF in Q1 2023 and held it in 1 quarter.
  • True North Advisors's iShares Select Dividend ETF position peaked at $318K in Q1 2023.
  • 1,185 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on True North Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.