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

Rockland 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 		$450K Hold
2,881
– – 0.02% 239
2026
Q1 		$436K Hold
2,881
– – 0.02% 235
2025
Q4 		$407K Buy
2,881
+350
+14% +$49.4K 0.02% 240
2025
Q3 		$360K Hold
2,531
– – 0.01% 243
2025
Q2 		$336K Sell
2,531
-175
-6% -$22.7K 0.02% 208
2025
Q1 		$363K Buy
2,706
+406
+18% +$54.4K 0.02% 203
2024
Q4 		$302K Hold
2,300
– – 0.02% 235
2024
Q3 		$311K Hold
2,300
– – 0.02% 234
2024
Q2 		$278K Buy
2,300
+239
+12% +$29K 0.01% 254
2024
Q1 		$254K Sell
2,061
-384
-16% -$45K 0.01% 262
2023
Q4 		$287K Hold
2,445
– – 0.02% 255
2023
Q3 		$263K Sell
2,445
-50
-2% -$5.69K 0.02% 251
2023
Q2 		$283K Sell
2,495
-52
-2% -$5.92K 0.02% 248
2023
Q1 		$298K Buy
+2,547
New +$308K 0.02% 240
2020
Q1 		– Sell
-2,432
Closed -$257K – 253
2019
Q4 		$257K Hold
2,432
– – 0.02% 237
2019
Q3 		$241K Hold
2,432
– – 0.02% 242
2019
Q2 		$242K Hold
2,432
– – 0.02% 213
2019
Q1 		$239K Hold
2,432
– – 0.03% 212
2018
Q4 		$217K Buy
2,432
+142
+6% +$13.6K 0.03% 210
2018
Q3 		$228K Sell
2,290
-333
-13% -$33.4K 0.03% 205
2018
Q2 		$256K Buy
2,623
+333
+15% +$32.3K 0.03% 182
2018
Q1 		$218K Sell
2,290
-25
-1% -$2.44K 0.03% 193
2017
Q4 		$228K Sell
2,315
-50
-2% -$4.81K 0.03% 190
2017
Q3 		$221K Hold
2,365
– – 0.03% 154
2017
Q2 		$218K Sell
2,365
-75
-3% -$6.9K 0.03% 156
2017
Q1 		$222K Sell
2,440
-110
-4% -$9.96K 0.04% 151
2016
Q4 		$226K Sell
2,550
-25
-1% -$2.15K 0.04% 155
2016
Q3 		$221K Sell
2,575
-453
-15% -$39.1K 0.04% 146
2016
Q2 		$258K Sell
3,028
-1,248
-29% -$103K 0.04% 137
2016
Q1 		$349K Buy
+4,276
New +$326K 0.06% 120

Other funds holding DVY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
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
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockland Trust's DVY Position: Q2 2026 in Review

Rockland Trust held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,881 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #239.

Rockland Trust first reported a position in DVY in Q1 2016 and has held it in 30 quarters since. 770 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Rockland Trust held 2,881 shares of iShares Select Dividend ETF worth $450K as of Q2 2026.
  • Rockland Trust left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #239 holding.
  • Rockland Trust first reported a position in iShares Select Dividend ETF in Q1 2016 and has held it in 30 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.