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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Western Trust Bank's DVY Position: Q1 2026 in Review

First Western Trust Bank increased its iShares Select Dividend ETF (DVY) stake by 13% in Q1 2026, buying an estimated $40.8K and bringing the position to 2,386 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #155.

First Western Trust Bank first reported a position in DVY in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

First Western Trust Bank held 2,386 shares of iShares Select Dividend ETF worth $361K as of Q1 2026.
First Western Trust Bank bought 270 iShares Select Dividend ETF shares in Q1 2026, an estimated $40.8K.
iShares Select Dividend ETF made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #155 holding.
First Western Trust Bank first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 15 quarters since.
First Western Trust Bank's iShares Select Dividend ETF position peaked at $1.19M in Q1 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.