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

Wipfli 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
2022 Q3	$107K	Buy	+999	New	+$120K	0.01%	694

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

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

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wipfli Financial Advisors's DVY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q3 2022: 999 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings.

1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Wipfli Financial Advisors held 999 shares of iShares Select Dividend ETF worth $107K as of Q3 2022.
iShares Select Dividend ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Select Dividend ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #694 holding.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.