Greenleaf Trust’s iShares Select Dividend ETF DVY Stock Holding History

Greenleaf 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	$1.16M	Buy	7,449 +2,175	+41%	+$335K	0.01%	318
2026 Q1	$799K	Buy	5,274 +665	+14%	+$100K	0.01%	385
2025 Q4	$651K	Sell	4,609 -375	-8%	-$53K	0.01%	438
2025 Q3	$708K	Hold	4,984	–	–	0.01%	424
2025 Q2	$662K	Hold	4,984	–	–	0.01%	425
2025 Q1	$669K	Sell	4,984 -130	-3%	-$17.4K	0.01%	421
2024 Q4	$671K	Sell	5,114 -57	-1%	-$7.77K	0.01%	436
2024 Q3	$698K	Sell	5,171 -1,076	-17%	-$139K	0.01%	433
2024 Q2	$756K	Buy	6,247 +500	+9%	+$60.7K	0.01%	368
2024 Q1	$708K	Buy	5,747 +885	+18%	+$104K	0.01%	377
2023 Q4	$570K	Sell	4,862 -128	-3%	-$14.1K	0.01%	420
2023 Q3	$537K	Sell	4,990 -985	-16%	-$112K	0.01%	417
2023 Q2	$677K	Hold	5,975	–	–	0.01%	374
2023 Q1	$700K	Buy	5,975 +795	+15%	+$96.2K	0.01%	362
2022 Q4	$625K	Buy	5,180 +128	+3%	+$15.1K	0.01%	379
2022 Q3	$542K	Buy	5,052 +720	+17%	+$86.3K	0.01%	377
2022 Q2	$510K	Buy	4,332 +2,658	+159%	+$333K	0.01%	381
2022 Q1	$214K	Hold	1,674	–	–	﹤0.01%	710
2021 Q4	$205K	Buy	+1,674	New	+$200K	﹤0.01%	726
2021 Q1	–	Sell	-6,384	Closed	-$614K	–	711
2020 Q4	$614K	Buy	+6,384	New	+$579K	0.01%	280

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Greenleaf Trust's DVY Position: Q2 2026 in Review

Greenleaf Trust increased its iShares Select Dividend ETF (DVY) stake by 41% in Q2 2026, buying an estimated $335K and bringing the position to 7,449 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #318.

Greenleaf Trust first reported a position in DVY in Q4 2020 and has held it in 20 quarters since. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Greenleaf Trust held 7,449 shares of iShares Select Dividend ETF worth $1.16M as of Q2 2026.
Greenleaf Trust bought 2,175 iShares Select Dividend ETF shares in Q2 2026, an estimated $335K.
iShares Select Dividend ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #318 holding.
Greenleaf Trust first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 20 quarters since.
432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.