Private Trust Company’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Private Trust Company's DVY Position: Q2 2026 in Review
Private Trust Company reduced its iShares Select Dividend ETF (DVY) stake by 10% in Q2 2026, selling an estimated $144K and leaving 7,987 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #225.
Private Trust Company first reported a position in DVY in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.35M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Private Trust Company held 7,987 shares of iShares Select Dividend ETF worth $1.25M as of Q2 2026.
- Private Trust Company sold 936 iShares Select Dividend ETF shares in Q2 2026, an estimated $144K.
- iShares Select Dividend ETF made up 0.1% of Private Trust Company's portfolio in Q2 2026, its #225 holding.
- Private Trust Company first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 23 quarters since.
- Private Trust Company's iShares Select Dividend ETF position peaked at $1.35M in Q1 2026.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.