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

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 $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return