Resource Management’s iShares Select Dividend ETF DVY Stock Holding History

Resource 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	-3,030	Closed	-$346K	–	191
2021 Q1	$346K	Hold	3,030	–	–	0.04%	128
2020 Q4	$291K	Buy	3,030 +300	+11%	+$27.2K	0.04%	130
2020 Q3	$223K	Sell	2,730 -206	-7%	-$17.2K	0.04%	140
2020 Q2	$236K	Hold	2,936	–	–	0.04%	127
2020 Q1	$216K	Hold	2,936	–	–	0.05%	120
2019 Q4	$310K	Hold	2,936	–	–	0.05%	117
2019 Q3	$299K	Hold	2,936	–	–	0.05%	113
2019 Q2	$292K	Hold	2,936	–	–	0.05%	113
2019 Q1	$288K	Hold	2,936	–	–	0.05%	113
2018 Q4	$262K	Hold	2,936	–	–	0.05%	110
2018 Q3	$293K	Hold	2,936	–	–	0.05%	112
2018 Q2	$286K	Hold	2,936	–	–	0.06%	103
2018 Q1	$279K	Hold	2,936	–	–	0.06%	102
2017 Q4	$281K	Buy	+2,936	New	+$283K	0.06%	104

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 $74.2B AUM 21.09% 1-Year Est. Return

Resource Management's DVY Position: Q2 2021 in Review

Resource Management sold out of iShares Select Dividend ETF (DVY) in Q2 2021, closing a stake of 3,030 shares — an estimated $346K sold.

Resource Management first reported a position in DVY in Q4 2017 and held it in 14 quarters. The position peaked at $346K in Q1 2021. 1,033 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

Resource Management reported no remaining iShares Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
Resource Management sold 3,030 iShares Select Dividend ETF shares in Q2 2021, an estimated $346K.
Resource Management first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 14 quarters.
Resource Management's iShares Select Dividend ETF position peaked at $346K in Q1 2021.
1,033 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Resource Management's 13F filing for Q2 2021, filed 23 Jul 2021.