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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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. 1,036 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.
1,036 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.