Alpine Bank Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Alpine Bank Wealth 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
2026 Q2	$569K	Hold	3,641	–	–	0.07%	116
2026 Q1	$551K	Buy	3,641 +891	+32%	+$135K	0.08%	107
2025 Q4	$388K	Hold	2,750	–	–	0.05%	119
2025 Q3	$391K	Hold	2,750	–	–	0.06%	116
2025 Q2	$365K	Sell	2,750 -1,250	-31%	-$162K	0.06%	114
2025 Q1	$537K	Buy	+4,000	New	+$536K	0.09%	95
2024 Q3	$571K	Buy	+4,227	New	+$546K	0.09%	98

Other funds holding DVY

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alpine Bank Wealth Management's DVY Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 3,641 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #116.

Alpine Bank Wealth Management first reported a position in DVY in Q3 2024 and has held it in 7 quarters since. The position peaked at $571K in Q3 2024. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Alpine Bank Wealth Management held 3,641 shares of iShares Select Dividend ETF worth $569K as of Q2 2026.
Alpine Bank Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.07% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #116 holding.
Alpine Bank Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's iShares Select Dividend ETF position peaked at $571K in Q3 2024.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.