Greenfield Savings Bank’s iShares Select Dividend ETF DVY Stock Holding History

Greenfield Savings 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 Q3	$676K	Sell	4,445 -300	-6%	-$48.3K	0.26%	89
2026 Q2	$742K	Sell	4,745 -95	-2%	-$14.6K	0.28%	87
2026 Q1	$733K	Hold	4,840	–	–	0.31%	85
2025 Q4	$683K	Sell	4,840 -280	-5%	-$39.6K	0.29%	87
2025 Q3	$728K	Buy	5,120 +172	+3%	+$23.8K	0.31%	81
2025 Q2	$657K	Sell	4,948 -45	-0.9%	-$5.83K	0.3%	86
2025 Q1	$671K	Hold	4,993	–	–	0.33%	84
2024 Q4	$656K	Sell	4,993 -171	-3%	-$23.3K	0.31%	83
2024 Q3	$698K	Sell	5,164 -107	-2%	-$13.8K	0.33%	81
2024 Q2	$638K	Sell	5,271 -542	-9%	-$65.8K	0.33%	79
2024 Q1	$716K	Hold	5,813	–	–	0.38%	76
2023 Q4	$681K	Hold	5,813	–	–	0.39%	73
2023 Q3	$626K	Sell	5,813 -100	-2%	-$11.4K	0.39%	76
2023 Q2	$670K	Hold	5,913	–	–	0.45%	66
2023 Q1	$693K	Sell	5,913 -100	-2%	-$12.1K	0.45%	72
2022 Q4	$725K	Sell	6,013 -1,106	-16%	-$131K	0.48%	71
2022 Q3	$763K	Sell	7,119 -175	-2%	-$21K	0.55%	60
2022 Q2	$858K	Buy	+7,294	New	+$913K	0.58%	56

Other funds holding DVY

NCM

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

Greenfield Savings Bank's DVY Position: Q3 2026 in Review

Greenfield Savings Bank reduced its iShares Select Dividend ETF (DVY) stake by 6.3% in Q3 2026, selling an estimated $48.3K and leaving 4,445 shares worth $676K. The position accounts for 0.26% of the portfolio, ranked #89.

Greenfield Savings Bank first reported a position in DVY in Q2 2022 and has held it in 18 quarters since. The position peaked at $858K in Q2 2022. 216 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Greenfield Savings Bank held 4,445 shares of iShares Select Dividend ETF worth $676K as of Q3 2026.
Greenfield Savings Bank sold 300 iShares Select Dividend ETF shares in Q3 2026, an estimated $48.3K.
iShares Select Dividend ETF made up 0.26% of Greenfield Savings Bank's portfolio in Q3 2026, its #89 holding.
Greenfield Savings Bank first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 18 quarters since.
Greenfield Savings Bank's iShares Select Dividend ETF position peaked at $858K in Q2 2022.
216 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.