Zeke Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Zeke Capital 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 Q4	$281K	Hold	2,331	–	–	0.02%	353
2022 Q3	$250K	Hold	2,331	–	–	0.02%	360
2022 Q2	$274K	Hold	2,331	–	–	0.02%	350
2022 Q1	$299K	Hold	2,331	–	–	0.02%	373
2021 Q4	$286K	Hold	2,331	–	–	0.02%	237
2021 Q3	$267K	Buy	+2,331	New	+$272K	0.02%	235

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

Zeke Capital Advisors's DVY Position: Q4 2022 in Review

Zeke Capital Advisors held its iShares Select Dividend ETF (DVY) position steady in Q4 2022 at 2,331 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #353.

Zeke Capital Advisors first reported a position in DVY in Q3 2021 and has held it in 6 quarters since. The position peaked at $299K in Q1 2022. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

Zeke Capital Advisors held 2,331 shares of iShares Select Dividend ETF worth $281K as of Q4 2022.
Zeke Capital Advisors left its iShares Select Dividend ETF share count unchanged in Q4 2022.
iShares Select Dividend ETF made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #353 holding.
Zeke Capital Advisors first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 6 quarters since.
Zeke Capital Advisors's iShares Select Dividend ETF position peaked at $299K in Q1 2022.
1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.