TIAM2
DVY icon

Tru Independence Asset Management 2’s iShares Select Dividend ETF DVY Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-50
Closed -$5K – 195
2020
Q4 		$5K Buy
+50
New +$4.54K ﹤0.01% 361

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
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Tru Independence Asset Management 2's DVY Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of iShares Select Dividend ETF (DVY) in Q1 2021, closing a stake of 50 shares — an estimated $5K sold.

Tru Independence Asset Management 2 first reported a position in DVY in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 1,007 funds tracked by Wall St. Rank hold DVY as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining iShares Select Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 50 iShares Select Dividend ETF shares in Q1 2021, an estimated $5K.
  • Tru Independence Asset Management 2 first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's iShares Select Dividend ETF position peaked at $5K in Q4 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.