Viridian RIA’s iShares Select Dividend ETF DVY Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-2,075	Closed	-$259K	–	78
2021 Q4	$254K	Buy	+2,075	New	+$247K	0.05%	82
2021 Q2	–	Hold	0	–	–	–	76
2021 Q1	–	Hold	0	–	–	–	76
2020 Q1	–	Sell	-2,427	Closed	-$256K	–	55
2019 Q4	$256K	Buy	+2,427	New	+$250K	0.09%	55

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

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Viridian RIA's DVY Position: Q1 2022 in Review

Viridian RIA sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 2,075 shares — an estimated $259K sold.

Viridian RIA first reported a position in DVY in Q4 2019 and held it in 2 quarters. The position peaked at $256K in Q4 2019. 1,188 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

Viridian RIA reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 2,075 iShares Select Dividend ETF shares in Q1 2022, an estimated $259K.
Viridian RIA first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 2 quarters.
Viridian RIA's iShares Select Dividend ETF position peaked at $256K in Q4 2019.
1,188 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.