CBT
DVY icon

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

Crews 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 		$162K Hold
1,038
– – 0.02% 247
2026
Q1 		$157K Hold
1,038
– – 0.02% 236
2025
Q4 		$147K Hold
1,038
– – 0.02% 244
2025
Q3 		$148K Hold
1,038
– – 0.02% 246
2025
Q2 		$138K Hold
1,038
– – 0.02% 249
2025
Q1 		$139K Hold
1,038
– – 0.02% 241
2024
Q4 		$136K Buy
+1,038
New +$141K 0.02% 244

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Crews Bank & Trust held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,038 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #247.

Crews Bank & Trust first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Crews Bank & Trust held 1,038 shares of iShares Select Dividend ETF worth $162K as of Q2 2026.
  • Crews Bank & Trust left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #247 holding.
  • Crews Bank & Trust first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.