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

Midwest 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	$2.67M	Sell	17,101 -1,204	-7%	-$185K	0.03%	268
2026 Q1	$2.77M	Buy	18,305 +1,553	+9%	+$235K	0.03%	256
2025 Q4	$2.36M	Buy	16,752 +76	+0.5%	+$10.7K	0.03%	266
2025 Q3	$2.37M	Sell	16,676 -1,669	-9%	-$231K	0.03%	269
2025 Q2	$2.44M	Buy	+18,345	New	+$2.38M	0.03%	266

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Midwest Trust's DVY Position: Q2 2026 in Review

Midwest Trust reduced its iShares Select Dividend ETF (DVY) stake by 6.6% in Q2 2026, selling an estimated $185K and leaving 17,101 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #268.

Midwest Trust first reported a position in DVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.77M in Q1 2026. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Midwest Trust held 17,101 shares of iShares Select Dividend ETF worth $2.67M as of Q2 2026.
Midwest Trust sold 1,204 iShares Select Dividend ETF shares in Q2 2026, an estimated $185K.
iShares Select Dividend ETF made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #268 holding.
Midwest Trust first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's iShares Select Dividend ETF position peaked at $2.77M in Q1 2026.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.