First Western Trust Bank’s iShares Select Dividend ETF DVY Stock Holding History

First Western Trust 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 Q2	$373K	Hold	2,386	–	–	0.02%	161
2026 Q1	$361K	Buy	2,386 +270	+13%	+$40.8K	0.02%	155
2025 Q4	$299K	Sell	2,116 -10	-0.5%	-$1.41K	0.01%	166
2025 Q3	$302K	Buy	2,126 +10	+0.5%	+$1.39K	0.01%	156
2025 Q2	$281K	Hold	2,116	–	–	0.01%	159
2025 Q1	$284K	Hold	2,116	–	–	0.01%	154
2024 Q4	$278K	Hold	2,116	–	–	0.01%	160
2024 Q3	$286K	Hold	2,116	–	–	0.01%	161
2024 Q2	$256K	Hold	2,116	–	–	0.01%	164
2024 Q1	$261K	Buy	+2,116	New	+$248K	0.01%	172
2023 Q3	–	Sell	-2,206	Closed	-$250K	–	175
2023 Q2	$250K	Sell	2,206 -6,109	-73%	-$696K	0.01%	165
2023 Q1	$974K	Sell	8,315 -9	-0.1%	-$1.09K	0.05%	95
2022 Q4	$1M	Sell	8,324 -30	-0.4%	-$3.55K	0.06%	86
2022 Q3	$896K	Sell	8,354 -72	-0.9%	-$8.63K	0.06%	86
2022 Q2	$994K	Sell	8,426 -747	-8%	-$93.5K	0.07%	83
2022 Q1	$1.19M	Buy	+9,173	New	+$1.15M	0.06%	85

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Western Trust Bank's DVY Position: Q2 2026 in Review

First Western Trust Bank held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,386 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #161.

First Western Trust Bank first reported a position in DVY in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q1 2022. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

First Western Trust Bank held 2,386 shares of iShares Select Dividend ETF worth $373K as of Q2 2026.
First Western Trust Bank left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #161 holding.
First Western Trust Bank first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 16 quarters since.
First Western Trust Bank's iShares Select Dividend ETF position peaked at $1.19M in Q1 2022.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.