WestHill Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

WestHill Financial Advisors’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 Q4	–	Sell	-62	Closed	-$6.67K	–	79
2023 Q3	$6.67K	Hold	62	–	–	﹤0.01%	108
2023 Q2	$7.03K	Hold	62	–	–	﹤0.01%	103
2023 Q1	$7.26K	Hold	62	–	–	﹤0.01%	103
2022 Q4	$7.48K	Hold	62	–	–	﹤0.01%	107
2022 Q3	$7K	Hold	62	–	–	﹤0.01%	97
2022 Q2	$7K	Hold	62	–	–	﹤0.01%	100
2022 Q1	$8K	Hold	62	–	–	﹤0.01%	107
2021 Q4	$8K	Hold	62	–	–	﹤0.01%	110
2021 Q3	$7K	Buy	+62	New	+$7.25K	﹤0.01%	97
2021 Q1	$7K	Hold	62	–	–	﹤0.01%	78
2020 Q4	$6K	Buy	+62	New	+$5.63K	﹤0.01%	78

Other funds holding DVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

WestHill Financial Advisors's DVY Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 62 shares — an estimated $6.67K sold.

WestHill Financial Advisors first reported a position in DVY in Q4 2020 and held it in 11 quarters. The position peaked at $8K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 62 iShares Select Dividend ETF shares in Q4 2023, an estimated $6.67K.
WestHill Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares Select Dividend ETF position peaked at $8K in Q1 2022.
1,236 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.