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Arlington Trust’s iShares Select Dividend ETF DVY Stock Holding History

Arlington Trust’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
2025
Q4 		– Sell
-20,289
Closed -$2.88M – 494
2025
Q3 		$2.88M Hold
20,289
– – 0.52% 28
2025
Q2 		$2.69M Hold
20,289
– – 0.53% 28
2025
Q1 		$2.72M Sell
20,289
-1,681
-8% -$225K 0.58% 24
2024
Q4 		$2.88M Hold
21,970
– – 0.61% 23
2024
Q3 		$2.97M Hold
21,970
– – 0.65% 19
2024
Q2 		$2.66M Sell
21,970
-1
-0% -$121 0.62% 21
2024
Q1 		$2.71M Hold
21,971
– – 0.7% 20
2023
Q4 		$2.58M Buy
+21,971
New +$2.42M 0.72% 18

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arlington Trust's DVY Position: Q4 2025 in Review

Arlington Trust sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 20,289 shares — an estimated $2.88M sold.

Arlington Trust first reported a position in DVY in Q4 2023 and held it in 8 quarters. The position peaked at $2.97M in Q3 2024. 1,385 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

  • Arlington Trust reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 20,289 iShares Select Dividend ETF shares in Q4 2025, an estimated $2.88M.
  • Arlington Trust first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 8 quarters.
  • Arlington Trust's iShares Select Dividend ETF position peaked at $2.97M in Q3 2024.
  • 1,385 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.