Nachman Norwood & Parrott’s iShares Select Dividend ETF DVY Stock Holding History

Nachman Norwood & Parrott’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	$1.01M	Buy	8,657 +93	+1%	+$11.1K	0.1%	129
2021 Q1	$977K	Buy	8,564 +181	+2%	+$19.1K	0.11%	125
2020 Q4	$806K	Buy	8,383 +18	+0.2%	+$1.63K	0.09%	132
2020 Q3	$682K	Buy	8,365 +483	+6%	+$40.3K	0.09%	134
2020 Q2	$636K	Buy	7,882 +794	+11%	+$63.4K	0.11%	133
2020 Q1	$521K	Buy	7,088 +3,026	+74%	+$289K	0.11%	134
2019 Q4	$429K	Buy	4,062 +31	+0.8%	+$3.19K	0.07%	177
2019 Q3	$411K	Buy	4,031 +175	+5%	+$17.4K	0.07%	175
2019 Q2	$384K	Buy	3,856 +198	+5%	+$19.5K	0.07%	177
2019 Q1	$359K	Buy	3,658 +312	+9%	+$29.9K	0.07%	171
2018 Q4	$299K	Buy	+3,346	New	+$320K	0.06%	179

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nachman Norwood & Parrott's DVY Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares Select Dividend ETF (DVY) stake by 1.1% in Q2 2021, buying an estimated $11.1K and bringing the position to 8,657 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #129.

Nachman Norwood & Parrott first reported a position in DVY in Q4 2018 and has held it in 11 quarters since. 1,034 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

Nachman Norwood & Parrott held 8,657 shares of iShares Select Dividend ETF worth $1.01M as of Q2 2021.
Nachman Norwood & Parrott bought 93 iShares Select Dividend ETF shares in Q2 2021, an estimated $11.1K.
iShares Select Dividend ETF made up 0.1% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #129 holding.
Nachman Norwood & Parrott first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 11 quarters since.
1,034 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.