Cornerstone National Bank & Trust’s iShares Select Dividend ETF DVY Stock Holding History

Cornerstone National Bank & 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
2026 Q2	$65.9K	Hold	420	–	–	0.02%	111
2026 Q1	$63.4K	Hold	420	–	–	0.02%	107
2025 Q4	$59.3K	Hold	420	–	–	0.02%	93
2025 Q3	$59.7K	Hold	420	–	–	0.02%	92
2025 Q2	$55.8K	Hold	420	–	–	0.02%	93
2025 Q1	$56.4K	Hold	420	–	–	0.03%	90
2024 Q4	$55.1K	Hold	420	–	–	0.03%	86
2024 Q3	$56.7K	Buy	+420	New	+$54.3K	0.03%	86

Other funds holding DVY

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

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

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone National Bank & Trust's DVY Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 420 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #111.

Cornerstone National Bank & Trust first reported a position in DVY in Q3 2024 and has held it in 8 quarters since. 727 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cornerstone National Bank & Trust held 420 shares of iShares Select Dividend ETF worth $65.9K as of Q2 2026.
Cornerstone National Bank & Trust left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #111 holding.
Cornerstone National Bank & Trust first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 8 quarters since.
727 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.