Sanibel Captiva Trust Company’s iShares Select Dividend ETF DVY Stock Holding History

Sanibel Captiva Trust Company’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	$1.02M	Buy	6,519 +138	+2%	+$21.2K	0.03%	252
2026 Q1	$966K	Buy	6,381 +1,835	+40%	+$277K	0.03%	244
2025 Q4	$642K	Hold	4,546	–	–	0.02%	263
2025 Q3	$646K	Sell	4,546 -64	-1%	-$8.86K	0.02%	264
2025 Q2	$612K	Hold	4,610	–	–	0.02%	261
2025 Q1	$619K	Buy	4,610 +700	+18%	+$93.9K	0.02%	252
2024 Q4	$513K	Buy	3,910 +1,200	+44%	+$164K	0.02%	269
2024 Q3	$366K	Hold	2,710	–	–	0.01%	308
2024 Q2	$328K	Sell	2,710 -500	-16%	-$60.7K	0.01%	304
2024 Q1	$395K	Sell	3,210 -740	-19%	-$86.7K	0.01%	288
2023 Q4	$463K	Buy	+3,950	New	+$435K	0.02%	245

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

Sanibel Captiva Trust Company's DVY Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Select Dividend ETF (DVY) stake by 2.2% in Q2 2026, buying an estimated $21.2K and bringing the position to 6,519 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #252.

Sanibel Captiva Trust Company first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sanibel Captiva Trust Company held 6,519 shares of iShares Select Dividend ETF worth $1.02M as of Q2 2026.
Sanibel Captiva Trust Company bought 138 iShares Select Dividend ETF shares in Q2 2026, an estimated $21.2K.
iShares Select Dividend ETF made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #252 holding.
Sanibel Captiva Trust Company first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.