Indiana Trust & Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Indiana Trust & Investment Management’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	$1.01M	Hold	6,449	–	–	0.28%	62
2026 Q1	$976K	Hold	6,449	–	–	0.3%	64
2025 Q4	$910K	Hold	6,449	–	–	0.27%	75
2025 Q3	$916K	Hold	6,449	–	–	0.28%	72
2025 Q2	$856K	Hold	6,449	–	–	0.28%	71
2025 Q1	$866K	Hold	6,449	–	–	0.31%	69
2024 Q4	$847K	Hold	6,449	–	–	0.29%	73
2024 Q3	$871K	Buy	6,449 +4,000	+163%	+$517K	0.3%	70
2024 Q2	$296K	Buy	2,449 +1,396	+133%	+$169K	0.11%	127
2024 Q1	$130K	Hold	1,053	–	–	0.05%	192
2023 Q4	$123K	Buy	1,053 +169	+19%	+$18.6K	0.06%	189
2023 Q3	$95.2K	Buy	+884	New	+$101K	0.05%	203

Other funds holding DVY

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Indiana Trust & Investment Management's DVY Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 6,449 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #62.

Indiana Trust & Investment Management first reported a position in DVY in Q3 2023 and has held it in 12 quarters since. 932 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Indiana Trust & Investment Management held 6,449 shares of iShares Select Dividend ETF worth $1.01M as of Q2 2026.
Indiana Trust & Investment Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.28% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #62 holding.
Indiana Trust & Investment Management first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 12 quarters since.
932 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.