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

Parkside Financial 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 Q2	$363K	Buy	2,321 +211	+10%	+$32.5K	0.02%	345
2026 Q1	$319K	Buy	2,110 +701	+50%	+$106K	0.02%	342
2025 Q4	$199K	Sell	1,409 -216	-13%	-$30.5K	0.01%	457
2025 Q3	$231K	Buy	1,625 +1	+0.1%	+$138	0.02%	404
2025 Q2	$216K	Sell	1,624 -74	-4%	-$9.58K	0.02%	410
2025 Q1	$228K	Sell	1,698 -113	-6%	-$15.2K	0.03%	364
2024 Q4	$238K	Hold	1,811	–	–	0.03%	351
2024 Q3	$245K	Sell	1,811 -173	-9%	-$22.4K	0.03%	331
2024 Q2	$240K	Hold	1,984	–	–	0.04%	318
2024 Q1	$244K	Buy	1,984 +1,594	+409%	+$187K	0.04%	310
2023 Q4	$45.7K	Buy	390 +186	+91%	+$20.5K	0.01%	718
2023 Q3	$22K	Buy	+204	New	+$23.2K	0.01%	872
2015 Q3	–	Sell	-5,486	Closed	-$412K	–	1070
2015 Q2	$412K	Hold	5,486	–	–	0.22%	89
2015 Q1	$428K	Sell	5,486 -798	-13%	-$63.1K	0.23%	93
2014 Q4	$499K	Buy	6,284 +347	+6%	+$26.8K	0.28%	79
2014 Q3	$438K	Buy	5,937 +351	+6%	+$26.5K	0.27%	83
2014 Q2	$430K	Buy	+5,586	New	+$417K	0.26%	88

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 22.9% 1-Year Est. Return

Parkside Financial Bank & Trust's DVY Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its iShares Select Dividend ETF (DVY) stake by 10% in Q2 2026, buying an estimated $32.5K and bringing the position to 2,321 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #345.

Parkside Financial Bank & Trust first reported a position in DVY in Q2 2014 and has held it in 17 quarters since. The position peaked at $499K in Q4 2014. 1,427 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Parkside Financial Bank & Trust held 2,321 shares of iShares Select Dividend ETF worth $363K as of Q2 2026.
Parkside Financial Bank & Trust bought 211 iShares Select Dividend ETF shares in Q2 2026, an estimated $32.5K.
iShares Select Dividend ETF made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #345 holding.
Parkside Financial Bank & Trust first reported a position in iShares Select Dividend ETF in Q2 2014 and has held it in 17 quarters since.
Parkside Financial Bank & Trust's iShares Select Dividend ETF position peaked at $499K in Q4 2014.
1,427 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.