Tyler-Stone Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-250	Closed	-$30.2K	–	468
2024 Q2	$30.2K	Hold	250	–	–	0.01%	453
2024 Q1	$30.8K	Hold	250	–	–	0.01%	445
2023 Q4	$29.3K	Hold	250	–	–	0.01%	444
2023 Q3	$27K	Hold	250	–	–	0.02%	433
2023 Q2	$28K	Buy	+250	New	+$28.5K	0.02%	436
2022 Q4	$30K	Hold	250	–	–	0.02%	389
2022 Q3	$27K	Hold	250	–	–	0.02%	384
2022 Q2	$29K	Hold	250	–	–	0.02%	391
2022 Q1	$32K	Hold	250	–	–	0.02%	404
2021 Q4	$31K	Buy	+250	New	+$29.8K	0.02%	429

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tyler-Stone Wealth Management's DVY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q3 2024, closing a stake of 250 shares — an estimated $30.2K sold.

Tyler-Stone Wealth Management first reported a position in DVY in Q4 2021 and held it in 10 quarters. The position peaked at $32K in Q1 2022. 1,254 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 250 iShares Select Dividend ETF shares in Q3 2024, an estimated $30.2K.
Tyler-Stone Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Select Dividend ETF position peaked at $32K in Q1 2022.
1,254 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.