MCM
DVY icon

Monument Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Monument Capital Management’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
Q2 		– Sell
-22,252
Closed -$2.54M – 143
2021
Q1 		$2.54M Buy
22,252
+184
+0.8% +$19.4K 1.02% 34
2020
Q4 		$2.12M Buy
22,068
+2,262
+11% +$205K 0.98% 56
2020
Q3 		$1.61M Buy
19,806
+2,945
+17% +$246K 0.85% 62
2020
Q2 		$1.36M Buy
+16,861
New +$1.35M 0.8% 59

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Monument Capital Management's DVY Position: Q2 2021 in Review

Monument Capital Management sold out of iShares Select Dividend ETF (DVY) in Q2 2021, closing a stake of 22,252 shares — an estimated $2.54M sold.

Monument Capital Management first reported a position in DVY in Q2 2020 and held it in 4 quarters. The position peaked at $2.54M in Q1 2021. 1,033 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

  • Monument Capital Management reported no remaining iShares Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Monument Capital Management sold 22,252 iShares Select Dividend ETF shares in Q2 2021, an estimated $2.54M.
  • Monument Capital Management first reported a position in iShares Select Dividend ETF in Q2 2020 and held it in 4 quarters.
  • Monument Capital Management's iShares Select Dividend ETF position peaked at $2.54M in Q1 2021.
  • 1,033 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Monument Capital Management's 13F filing for Q2 2021, filed 27 Jul 2021.