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. 1,184 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.
  • 1,184 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.