Independence Bank of Kentucky’s iShares Select Dividend ETF DVY Stock Holding History

Independence Bank of Kentucky’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	$2.43M	Hold	15,570	–	–	0.27%	73
2026 Q1	$2.36M	Sell	15,570 -2,400	-13%	-$362K	0.3%	68
2025 Q4	$2.54M	Buy	17,970 +2,530	+16%	+$357K	0.32%	69
2025 Q3	$2.19M	Hold	15,440	–	–	0.28%	76
2025 Q2	$2.05M	Buy	15,440 +225	+1%	+$29.1K	0.29%	78
2025 Q1	$2.04M	Hold	15,215	–	–	0.32%	70
2024 Q4	$2M	Buy	15,215 +6,360	+72%	+$867K	0.31%	72
2024 Q3	$1.2M	Sell	8,855 -350	-4%	-$45.3K	0.26%	100
2024 Q2	$1.11M	Hold	9,205	–	–	0.3%	89
2024 Q1	$1.13M	Sell	9,205 -810	-8%	-$94.9K	0.34%	81
2023 Q4	$1.17M	Hold	10,015	–	–	0.41%	65
2023 Q3	$1.08M	Sell	10,015 -1,200	-11%	-$136K	0.46%	63
2023 Q2	$1.27M	Buy	11,215 +1,200	+12%	+$137K	0.52%	62
2023 Q1	$1.17M	Hold	10,015	–	–	0.51%	63
2022 Q4	$1.21M	Buy	10,015 +2,000	+25%	+$237K	0.54%	57
2022 Q3	$859K	Hold	8,015	–	–	0.42%	67
2022 Q2	$943K	Hold	8,015	–	–	0.42%	71
2022 Q1	$1.03M	Buy	8,015 +4,234	+112%	+$529K	0.41%	71
2021 Q4	$464K	Hold	3,781	–	–	0.19%	111
2021 Q3	$434K	Sell	3,781 -90	-2%	-$10.5K	0.19%	110
2021 Q2	$451K	Sell	3,871 -77	-2%	-$9.16K	0.2%	109
2021 Q1	$450K	Sell	3,948 -210	-5%	-$22.2K	0.22%	101
2020 Q4	$400K	Hold	4,158	–	–	0.21%	103
2020 Q3	$339K	Buy	4,158 +1,858	+81%	+$155K	0.19%	112
2020 Q2	$186K	Buy	2,300 +1,000	+77%	+$79.9K	0.12%	125
2020 Q1	$96K	Hold	1,300	–	–	0.08%	147
2019 Q4	$137K	Hold	1,300	–	–	0.09%	142
2019 Q3	$133K	Buy	1,300 +420	+48%	+$41.9K	0.09%	138
2019 Q2	$88K	Hold	880	–	–	0.07%	148
2019 Q1	$86K	Hold	880	–	–	0.07%	146
2018 Q4	$79K	Hold	880	–	–	0.07%	141
2018 Q3	$88K	Hold	880	–	–	0.07%	145
2018 Q2	$86K	Sell	880 -122	-12%	-$11.8K	0.07%	131
2018 Q1	$95K	Sell	1,002 -290	-22%	-$28.3K	0.08%	134
2017 Q4	$127K	Buy	+1,292	New	+$124K	0.11%	127

Other funds holding DVY

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independence Bank of Kentucky's DVY Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 15,570 shares worth $2.43M. The position accounts for 0.27% of the portfolio, ranked #73.

Independence Bank of Kentucky first reported a position in DVY in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.54M in Q4 2025. 1,134 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Independence Bank of Kentucky held 15,570 shares of iShares Select Dividend ETF worth $2.43M as of Q2 2026.
Independence Bank of Kentucky left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.27% of Independence Bank of Kentucky's portfolio in Q2 2026, its #73 holding.
Independence Bank of Kentucky first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's iShares Select Dividend ETF position peaked at $2.54M in Q4 2025.
1,134 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.