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Southern Michigan Bank & Trust’s iShares Select Dividend ETF DVY Stock Holding History

Southern Michigan 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 		$47.4K Hold
303
– – 0.02% 210
2026
Q1 		$45.9K Buy
+303
New +$45.8K 0.02% 213

Other funds holding DVY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Southern Michigan Bank & Trust's DVY Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 303 shares worth $47.4K. The position accounts for 0.02% of the portfolio, ranked #210.

Southern Michigan Bank & Trust first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,370 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Southern Michigan Bank & Trust held 303 shares of iShares Select Dividend ETF worth $47.4K as of Q2 2026.
  • Southern Michigan Bank & Trust left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.02% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #210 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,370 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.