Wealthspire Advisors (Maryland)’s iShares Select Dividend ETF DVY Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$4.92M	Buy	+60,395	New	+$5.04M	0.17%	71
2020 Q1	–	Sell	-2,562	Closed	-$271K	–	449
2019 Q4	$271K	Buy	+2,562	New	+$264K	0.02%	403
2019 Q2	–	Sell	-1,452	Closed	-$143K	–	871
2019 Q1	$143K	Buy	1,452 +4	+0.3%	+$383	0.01%	530
2018 Q4	$129K	Sell	1,448 -193	-12%	-$18.5K	0.01%	525
2018 Q3	$164K	Sell	1,641 -30	-2%	-$3.01K	0.01%	511
2018 Q2	$163K	Hold	1,671	–	–	0.01%	521
2018 Q1	$159K	Sell	1,671 -197	-11%	-$19.2K	0.02%	545
2017 Q4	$184K	Buy	1,868 +230	+14%	+$22.1K	0.02%	523
2017 Q3	$153K	Sell	1,638 -197	-11%	-$18.2K	0.02%	561
2017 Q2	$169K	Buy	1,835 +167	+10%	+$15.4K	0.02%	510
2017 Q1	$152K	Sell	1,668 -10	-0.6%	-$906	0.02%	472
2016 Q4	$149K	Buy	1,678 +1	+0.1%	+$86	0.02%	458
2016 Q3	$144K	Hold	1,677	–	–	0.02%	483
2016 Q2	$143K	Hold	1,677	–	–	0.02%	456
2016 Q1	$137K	Sell	1,677 -829	-33%	-$63.3K	0.02%	448
2015 Q4	$188K	Buy	+2,506	New	+$191K	0.04%	372

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DVY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares Select Dividend ETF (DVY) in Q3 2020: 60,395 shares worth $4.92M. The stake represents 0.17% of the portfolio and ranks #71 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in DVY as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in DVY in Q4 2015 and has held it in 16 quarters since. 858 funds tracked by Wall St. Rank hold DVY as of Q3 2020.

Wealthspire Advisors (Maryland) held 60,395 shares of iShares Select Dividend ETF worth $4.92M as of Q3 2020.
iShares Select Dividend ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
iShares Select Dividend ETF made up 0.17% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #71 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 16 quarters since.
858 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.