YorkBridge Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

YorkBridge Wealth Partners’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 Q4	$223K	Buy	+1,849	New	+$219K	0.06%	237
2022 Q3	–	Sell	-1,842	Closed	-$217K	–	281
2022 Q2	$217K	Buy	1,842 +3	+0.2%	+$376	0.06%	259
2022 Q1	$236K	Buy	1,839 +3	+0.2%	+$375	0.05%	269
2021 Q4	$225K	Sell	1,836 -145	-7%	-$17.3K	0.05%	267
2021 Q3	$227K	Hold	1,981	–	–	0.06%	243
2021 Q2	$231K	Buy	1,981 +56	+3%	+$6.66K	0.06%	236
2021 Q1	$220K	Buy	+1,925	New	+$203K	0.07%	232
2020 Q1	–	Sell	-2,350	Closed	-$248K	–	168
2019 Q4	$248K	Buy	2,350 +208	+10%	+$21.4K	0.11%	161
2019 Q3	$218K	Hold	2,142	–	–	0.11%	165
2019 Q2	$213K	Sell	2,142 -699	-25%	-$69K	0.09%	167
2019 Q1	$279K	Sell	2,841 -131	-4%	-$12.5K	0.13%	139
2018 Q4	$265K	Buy	2,972 +2	+0.1%	+$192	0.14%	134
2018 Q3	$297K	Sell	2,970 -1,253	-30%	-$126K	0.14%	137
2018 Q2	$413K	Hold	4,223	–	–	0.18%	116
2018 Q1	$403K	Hold	4,223	–	–	0.19%	116
2017 Q4	$402K	Sell	4,223 -48	-1%	-$4.62K	0.19%	114
2017 Q3	$400K	Buy	4,271 +285	+7%	+$26.4K	0.21%	103
2017 Q2	$369K	Sell	3,986 -200	-5%	-$18.4K	0.2%	111
2017 Q1	$382K	Buy	4,186 +139	+3%	+$12.6K	0.2%	104
2016 Q4	$355K	Buy	+4,047	New	+$349K	0.21%	105

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

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

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

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

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

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

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

YorkBridge Wealth Partners's DVY Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in iShares Select Dividend ETF (DVY) in Q4 2022: 1,849 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #237 among its holdings. This is a return to the name: YorkBridge Wealth Partners previously reported a position in DVY as recently as Q2 2022.

YorkBridge Wealth Partners first reported a position in DVY in Q4 2016 and has held it in 20 quarters since. The position peaked at $413K in Q2 2018. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

YorkBridge Wealth Partners held 1,849 shares of iShares Select Dividend ETF worth $223K as of Q4 2022.
iShares Select Dividend ETF was a new YorkBridge Wealth Partners position in Q4 2022.
iShares Select Dividend ETF made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #237 holding.
YorkBridge Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 20 quarters since.
YorkBridge Wealth Partners's iShares Select Dividend ETF position peaked at $413K in Q2 2018.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.