Y.D. More Investments’s iShares Select Dividend ETF DVY Stock Holding History

Y.D. More Investments’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 Q4	–	Sell	-165	Closed	-$22.3K	–	464
2024 Q3	$22.3K	Hold	165	–	–	﹤0.01%	331
2024 Q2	$20K	Hold	165	–	–	﹤0.01%	345
2024 Q1	$20.3K	Hold	165	–	–	﹤0.01%	288
2023 Q4	$19.3K	Hold	165	–	–	﹤0.01%	297
2023 Q3	$17.8K	Hold	165	–	–	﹤0.01%	293
2023 Q2	$18.7K	Sell	165 -171	-51%	-$19.5K	﹤0.01%	267
2023 Q1	$39.4K	Buy	+336	New	+$40.6K	0.01%	226

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Y.D. More Investments's DVY Position: Q4 2024 in Review

Y.D. More Investments sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 165 shares — an estimated $22.3K sold.

Y.D. More Investments first reported a position in DVY in Q1 2023 and held it in 7 quarters. The position peaked at $39.4K in Q1 2023. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

Y.D. More Investments reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
Y.D. More Investments sold 165 iShares Select Dividend ETF shares in Q4 2024, an estimated $22.3K.
Y.D. More Investments first reported a position in iShares Select Dividend ETF in Q1 2023 and held it in 7 quarters.
Y.D. More Investments's iShares Select Dividend ETF position peaked at $39.4K in Q1 2023.
1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.