ANB Bank’s iShares Select Dividend ETF DVY Stock Holding History

ANB Bank’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 Q1	$500K	Sell	3,300 -189	-5%	-$28.5K	0.2%	76
2025 Q4	$492K	Sell	3,489 -35	-1%	-$4.94K	0.2%	75
2025 Q3	$501K	Sell	3,524 -650	-16%	-$90K	0.2%	76
2025 Q2	$554K	Sell	4,174 -62	-1%	-$8.03K	0.25%	71
2025 Q1	$569K	Sell	4,236 -13	-0.3%	-$1.74K	0.25%	71
2024 Q4	$558K	Buy	+4,249	New	+$579K	0.24%	70

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ANB Bank's DVY Position: Q1 2026 in Review

ANB Bank reduced its iShares Select Dividend ETF (DVY) stake by 5.4% in Q1 2026, selling an estimated $28.5K and leaving 3,300 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #76.

ANB Bank first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $569K in Q1 2025. 1,417 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

ANB Bank held 3,300 shares of iShares Select Dividend ETF worth $500K as of Q1 2026.
ANB Bank sold 189 iShares Select Dividend ETF shares in Q1 2026, an estimated $28.5K.
iShares Select Dividend ETF made up 0.2% of ANB Bank's portfolio in Q1 2026, its #76 holding.
ANB Bank first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
ANB Bank's iShares Select Dividend ETF position peaked at $569K in Q1 2025.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on ANB Bank's 13F filing for Q1 2026, filed 6 May 2026.