First Merchants Corp’s iShares Select Dividend ETF DVY Stock Holding History

First Merchants Corp’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 Q3	$248K	Hold	1,632	–	–	0.01%	317
2026 Q2	$255K	Hold	1,632	–	–	0.01%	321
2026 Q1	$247K	Hold	1,632	–	–	0.01%	315
2025 Q4	$230K	Hold	1,632	–	–	0.01%	333
2025 Q3	$232K	Hold	1,632	–	–	0.01%	332
2025 Q2	$217K	Hold	1,632	–	–	0.01%	333
2025 Q1	$219K	Hold	1,632	–	–	0.01%	346
2024 Q4	$214K	Hold	1,632	–	–	0.01%	370
2024 Q3	$220K	Buy	+1,632	New	+$211K	0.01%	368
2024 Q2	–	Sell	-4,222	Closed	-$520K	–	378
2024 Q1	$520K	Sell	4,222 -143	-3%	-$16.7K	0.04%	172
2023 Q4	$512K	Hold	4,365	–	–	0.04%	168
2023 Q3	$470K	Hold	4,365	–	–	0.04%	168
2023 Q2	$495K	Hold	4,365	–	–	0.04%	171
2023 Q1	$511K	Hold	4,365	–	–	0.05%	171
2022 Q4	$526K	Hold	4,365	–	–	0.05%	175
2022 Q3	$468K	Buy	4,365 +750	+21%	+$89.9K	0.05%	185
2022 Q2	$425K	Sell	3,615 -750	-17%	-$93.9K	0.04%	187
2022 Q1	$559K	Hold	4,365	–	–	0.05%	191
2021 Q4	$535K	Sell	4,365 -2,647	-38%	-$316K	0.04%	195
2021 Q3	$804K	Hold	7,012	–	–	0.05%	180
2021 Q2	$818K	Hold	7,012	–	–	0.05%	180
2021 Q1	$800K	Sell	7,012 -207	-3%	-$21.9K	0.05%	184
2020 Q4	$694K	Hold	7,219	–	–	0.05%	185
2020 Q3	$589K	Buy	7,219 +4,487	+164%	+$374K	0.04%	189
2020 Q2	$221K	Hold	2,732	–	–	0.02%	223
2020 Q1	$201K	Hold	2,732	–	–	0.03%	225
2019 Q4	$289K	Sell	2,732 -1,340	-33%	-$138K	0.03%	229
2019 Q3	$415K	Buy	+4,072	New	+$406K	0.04%	218

Other funds holding DVY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

First Merchants Corp's DVY Position: Q3 2026 in Review

First Merchants Corp held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 1,632 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #317.

First Merchants Corp first reported a position in DVY in Q3 2019 and has held it in 28 quarters since. The position peaked at $818K in Q2 2021. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

First Merchants Corp held 1,632 shares of iShares Select Dividend ETF worth $248K as of Q3 2026.
First Merchants Corp left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.01% of First Merchants Corp's portfolio in Q3 2026, its #317 holding.
First Merchants Corp first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 28 quarters since.
First Merchants Corp's iShares Select Dividend ETF position peaked at $818K in Q2 2021.
689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on First Merchants Corp's 13F filing for Q3 2026, filed 15 Oct 2026.