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

Horan 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
2020
Q4 		– Sell
-100
Closed -$8K – 136
2020
Q3 		$8K Buy
+100
New +$8.34K ﹤0.01% 254
2020
Q1 		– Sell
-50
Closed -$5K – 122
2019
Q4 		$5K Buy
+50
New +$5.15K ﹤0.01% 238

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horan Capital Advisors's DVY Position: Q4 2020 in Review

Horan Capital Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2020, closing a stake of 100 shares — an estimated $8K sold.

Horan Capital Advisors first reported a position in DVY in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2020. 965 funds tracked by Wall St. Rank hold DVY as of Q4 2020.

  • Horan Capital Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 100 iShares Select Dividend ETF shares in Q4 2020, an estimated $8K.
  • Horan Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 2 quarters.
  • Horan Capital Advisors's iShares Select Dividend ETF position peaked at $8K in Q3 2020.
  • 965 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.