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Grove Bank & Trust’s iShares Select Dividend ETF DVY Stock Holding History

Grove Bank & 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
Q3 		$327K Sell
2,151
-75
-3% -$12.1K 0.03% 217
2026
Q2 		$348K Hold
2,226
– – 0.03% 204
2026
Q1 		$337K Hold
2,226
– – 0.04% 205
2025
Q4 		$314K Hold
2,226
– – 0.04% 218
2025
Q3 		$316K Sell
2,226
-226
-9% -$31.3K 0.04% 207
2025
Q2 		$326K Hold
2,452
– – 0.04% 198
2025
Q1 		$329K Buy
2,452
+2,276
+1,293% +$305K 0.04% 187
2024
Q4 		$23.1K Buy
176
+50
+40% +$6.81K ﹤0.01% 454
2024
Q3 		$17K Hold
126
– – ﹤0.01% 454
2024
Q2 		$15.2K Hold
126
– – ﹤0.01% 454
2024
Q1 		$15.5K Hold
126
– – ﹤0.01% 463
2023
Q4 		$14.8K Hold
126
– – ﹤0.01% 456
2023
Q3 		$13.6K Buy
+126
New +$14.3K ﹤0.01% 488
2023
Q2 		– Sell
-1,276
Closed -$150K – 661
2023
Q1 		$150K Buy
+1,276
New +$154K 0.03% 243
2017
Q2 		– Sell
-11
Closed -$1K – 671
2017
Q1 		$1K Buy
+11
New +$996 ﹤0.01% 529
2016
Q3 		– Sell
-12
Closed -$1K – 254
2016
Q2 		$1K Buy
+12
New +$989 ﹤0.01% 266

Other funds holding DVY

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Grove Bank & Trust's DVY Position: Q3 2026 in Review

Grove Bank & Trust reduced its iShares Select Dividend ETF (DVY) stake by 3.4% in Q3 2026, selling an estimated $12.1K and leaving 2,151 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #217.

Grove Bank & Trust first reported a position in DVY in Q2 2016 and has held it in 16 quarters since. The position peaked at $348K in Q2 2026. 67 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Grove Bank & Trust held 2,151 shares of iShares Select Dividend ETF worth $327K as of Q3 2026.
  • Grove Bank & Trust sold 75 iShares Select Dividend ETF shares in Q3 2026, an estimated $12.1K.
  • iShares Select Dividend ETF made up 0.03% of Grove Bank & Trust's portfolio in Q3 2026, its #217 holding.
  • Grove Bank & Trust first reported a position in iShares Select Dividend ETF in Q2 2016 and has held it in 16 quarters since.
  • Grove Bank & Trust's iShares Select Dividend ETF position peaked at $348K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.