Wealthcare Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-178	Closed	-$20K	–	236
2021 Q1	$20K	Buy	+178	New	+$18.8K	﹤0.01%	208
2016 Q2	–	Sell	-1,329	Closed	-$109K	–	205
2016 Q1	$109K	Buy	+1,329	New	+$101K	0.01%	56
2015 Q2	–	Sell	-675	Closed	-$53K	–	520
2015 Q1	$53K	Buy	+675	New	+$53.4K	0.01%	239
2013 Q4	–	Sell	-2,000	Closed	-$133K	–	121
2013 Q3	$133K	Hold	2,000	–	–	0.02%	26
2013 Q2	$128K	Buy	+2,000	New	+$129K	0.02%	27

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Wealthcare Capital Management's DVY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares Select Dividend ETF (DVY) in Q2 2021, closing a stake of 178 shares — an estimated $20K sold.

Wealthcare Capital Management first reported a position in DVY in Q2 2013 and held it in 5 quarters. The position peaked at $133K in Q3 2013. 1,035 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

Wealthcare Capital Management reported no remaining iShares Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 178 iShares Select Dividend ETF shares in Q2 2021, an estimated $20K.
Wealthcare Capital Management first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 5 quarters.
Wealthcare Capital Management's iShares Select Dividend ETF position peaked at $133K in Q3 2013.
1,035 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.