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WealthPlan Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-6,699
Closed -$844K – 470
2022
Q4 		$844K Buy
6,699
+1
+0% +$118 0.06% 187
2022
Q3 		$817K Buy
+6,698
New +$803K 0.06% 183
2022
Q1 		$833K Buy
+6,746
New +$843K 0.06% 188

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

WealthPlan Investment Management's DVY Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Select Dividend ETF (DVY) in Q1 2023, closing a stake of 6,699 shares — an estimated $844K sold.

WealthPlan Investment Management first reported a position in DVY in Q1 2022 and held it in 3 quarters. The position peaked at $844K in Q4 2022. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,699 iShares Select Dividend ETF shares in Q1 2023, an estimated $844K.
  • WealthPlan Investment Management first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares Select Dividend ETF position peaked at $844K in Q4 2022.
  • 1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.