WCG Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

WCG Wealth Advisors’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 Q4	–	Sell	-2,151	Closed	-$249K	–	185
2022 Q3	$249K	Buy	2,151 +127	+6%	+$15.2K	0.03%	247
2022 Q2	$238K	Buy	+2,024	New	+$253K	0.03%	237

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCG Wealth Advisors's DVY Position: Q4 2022 in Review

WCG Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2022, closing a stake of 2,151 shares — an estimated $249K sold.

WCG Wealth Advisors first reported a position in DVY in Q2 2022 and held it in 2 quarters. The position peaked at $249K in Q3 2022. 1,243 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

WCG Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 2,151 iShares Select Dividend ETF shares in Q4 2022, an estimated $249K.
WCG Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's iShares Select Dividend ETF position peaked at $249K in Q3 2022.
1,243 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.