Unionview LLC’s iShares Select Dividend ETF DVY Stock Holding History

Unionview LLC’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 Q4	$1.47M	Buy	11,234 +83	+0.7%	+$11.3K	1.08%	20
2024 Q3	$1.51M	Buy	11,151 +76	+0.7%	+$9.83K	1.17%	20
2024 Q2	$1.34M	Sell	11,075 -9	-0.1%	-$1.09K	1.09%	21
2024 Q1	$1.37M	Sell	11,084 -1,184	-10%	-$139K	1.13%	21
2023 Q4	$1.44M	Sell	12,268 -483	-4%	-$53.1K	1.29%	17
2023 Q3	$1.37M	Buy	12,751 +176	+1%	+$20K	1.3%	18
2023 Q2	$1.42M	Buy	12,575 +51	+0.4%	+$5.81K	1.3%	17
2023 Q1	$1.47M	Buy	12,524 +63	+0.5%	+$7.62K	1.38%	17
2022 Q4	$1.5M	Buy	12,461 +1,128	+10%	+$133K	1.5%	16
2022 Q3	$1.22M	Buy	11,333 +201	+2%	+$24.1K	1.39%	17
2022 Q2	$1.31M	Buy	11,132 +145	+1%	+$18.2K	1.46%	15
2022 Q1	$1.41M	Sell	10,987 -541	-5%	-$67.6K	1.32%	15
2021 Q4	$1.41M	Buy	+11,528	New	+$1.37M	1.32%	15

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

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

Unionview LLC's DVY Position: Q4 2024 in Review

Unionview LLC increased its iShares Select Dividend ETF (DVY) stake by 0.74% in Q4 2024, buying an estimated $11.3K and bringing the position to 11,234 shares worth $1.47M. The position accounts for 1.08% of the portfolio, ranked #20.

Unionview LLC first reported a position in DVY in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.51M in Q3 2024. 1,329 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

Unionview LLC held 11,234 shares of iShares Select Dividend ETF worth $1.47M as of Q4 2024.
Unionview LLC bought 83 iShares Select Dividend ETF shares in Q4 2024, an estimated $11.3K.
iShares Select Dividend ETF made up 1.08% of Unionview LLC's portfolio in Q4 2024, its #20 holding.
Unionview LLC first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's iShares Select Dividend ETF position peaked at $1.51M in Q3 2024.
1,329 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.