Wealth Effects’s iShares Select Dividend ETF DVY Stock Holding History

Wealth Effects’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
2023 Q2	–	Sell	-1,955	Closed	-$229K	–	204
2023 Q1	$229K	Hold	1,955	–	–	0.12%	163
2022 Q4	$236K	Hold	1,955	–	–	0.13%	154
2022 Q3	$210K	Sell	1,955 -300	-13%	-$36K	0.13%	155
2022 Q2	$265K	Hold	2,255	–	–	0.16%	135
2022 Q1	$289K	Hold	2,255	–	–	0.13%	140
2021 Q4	$276K	Buy	+2,255	New	+$269K	0.11%	160

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Wealth Effects's DVY Position: Q2 2023 in Review

Wealth Effects sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 1,955 shares — an estimated $229K sold.

Wealth Effects first reported a position in DVY in Q4 2021 and held it in 6 quarters. The position peaked at $289K in Q1 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

Wealth Effects reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Wealth Effects sold 1,955 iShares Select Dividend ETF shares in Q2 2023, an estimated $229K.
Wealth Effects first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 6 quarters.
Wealth Effects's iShares Select Dividend ETF position peaked at $289K in Q1 2022.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Wealth Effects's 13F filing for Q2 2023, filed 18 Jul 2023.