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Crescent Capital Consulting’s iShares Select Dividend ETF DVY Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$181K Hold
1,475
– – 0.03% 187
2021
Q3 		$169K Hold
1,475
– – 0.03% 191
2021
Q2 		$172K Buy
+1,475
New +$175K 0.03% 185

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Crescent Capital Consulting's DVY Position: Q4 2021 in Review

Crescent Capital Consulting held its iShares Select Dividend ETF (DVY) position steady in Q4 2021 at 1,475 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #187.

Crescent Capital Consulting first reported a position in DVY in Q2 2021 and has held it in 3 quarters since. 1,173 funds tracked by Wall St. Rank hold DVY as of Q4 2021.

  • Crescent Capital Consulting held 1,475 shares of iShares Select Dividend ETF worth $181K as of Q4 2021.
  • Crescent Capital Consulting left its iShares Select Dividend ETF share count unchanged in Q4 2021.
  • iShares Select Dividend ETF made up 0.03% of Crescent Capital Consulting's portfolio in Q4 2021, its #187 holding.
  • Crescent Capital Consulting first reported a position in iShares Select Dividend ETF in Q2 2021 and has held it in 3 quarters since.
  • 1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.