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WR Wealth Planners’s iShares Select Dividend ETF DVY Stock Holding History

WR Wealth Planners’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
Q3 		– Sell
-216
Closed -$24.5K – 922
2023
Q2 		$24.5K Buy
216
+214
+10,700% +$24.4K 0.01% 402
2023
Q1 		$234 Sell
2
-4
-67% -$484 ﹤0.01% 887
2022
Q4 		$724 Hold
6
– – ﹤0.01% 439
2022
Q3 		$643 Sell
6
-16
-73% -$1.92K ﹤0.01% 436
2022
Q2 		$2.59K Hold
22
– – ﹤0.01% 399
2022
Q1 		$2.82K Buy
+22
New +$2.75K ﹤0.01% 407

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WR Wealth Planners's DVY Position: Q3 2023 in Review

WR Wealth Planners sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 216 shares — an estimated $24.5K sold.

WR Wealth Planners first reported a position in DVY in Q1 2022 and held it in 6 quarters. The position peaked at $24.5K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

  • WR Wealth Planners reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • WR Wealth Planners sold 216 iShares Select Dividend ETF shares in Q3 2023, an estimated $24.5K.
  • WR Wealth Planners first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 6 quarters.
  • WR Wealth Planners's iShares Select Dividend ETF position peaked at $24.5K in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.