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Wetzel Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-552
Closed -$68K – 327
2024
Q2 		$68K Hold
552
– – 0.04% 212
2024
Q1 		$64.5K Hold
552
– – 0.04% 221
2023
Q4 		$65K Buy
+552
New +$60.7K 0.04% 224

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wetzel Investment Advisors's DVY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2024, closing a stake of 552 shares — an estimated $68K sold.

Wetzel Investment Advisors first reported a position in DVY in Q4 2023 and held it in 3 quarters. The position peaked at $68K in Q2 2024. 1,257 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 552 iShares Select Dividend ETF shares in Q3 2024, an estimated $68K.
  • Wetzel Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Select Dividend ETF position peaked at $68K in Q2 2024.
  • 1,257 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.