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WealthShield’s iShares Select Dividend ETF DVY Stock Holding History

WealthShield’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
2017
Q4 		$74K Buy
+753
New +$72.5K 0.05% 147

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthShield's DVY Position: Q4 2017 in Review

WealthShield opened a new position in iShares Select Dividend ETF (DVY) in Q4 2017: 753 shares worth $74K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings.

824 funds tracked by Wall St. Rank hold DVY as of Q4 2017.

  • WealthShield held 753 shares of iShares Select Dividend ETF worth $74K as of Q4 2017.
  • iShares Select Dividend ETF was a new WealthShield position in Q4 2017.
  • iShares Select Dividend ETF made up 0.05% of WealthShield's portfolio in Q4 2017, its #147 holding.
  • 824 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.