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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Trust's DVY Position: Q1 2026 in Review

Midwest Trust increased its iShares Select Dividend ETF (DVY) stake by 9.3% in Q1 2026, buying an estimated $235K and bringing the position to 18,305 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #256.

Midwest Trust first reported a position in DVY in Q2 2025 and has held it in 4 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Midwest Trust held 18,305 shares of iShares Select Dividend ETF worth $2.77M as of Q1 2026.
Midwest Trust bought 1,553 iShares Select Dividend ETF shares in Q1 2026, an estimated $235K.
iShares Select Dividend ETF made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #256 holding.
Midwest Trust first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 4 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.