United Bank (Virginia)’s iShares Select Dividend ETF DVY Stock Holding History

United Bank (Virginia)’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	$375K	Hold	2,399	–	–	0.04%	109
2026 Q1	$363K	Hold	2,399	–	–	0.05%	106
2025 Q4	$339K	Hold	2,399	–	–	0.04%	109
2025 Q3	$341K	Hold	2,399	–	–	0.04%	107
2025 Q2	$319K	Hold	2,399	–	–	0.04%	116
2025 Q1	$322K	Hold	2,399	–	–	0.04%	116
2024 Q4	$315K	Sell	2,399 -100	-4%	-$13.6K	0.04%	110
2024 Q3	$338K	Hold	2,499	–	–	0.04%	109
2024 Q2	$302K	Buy	2,499 +100	+4%	+$12.1K	0.04%	111
2024 Q1	$296K	Hold	2,399	–	–	0.04%	115
2023 Q4	$281K	Hold	2,399	–	–	0.04%	121
2023 Q3	$258K	Hold	2,399	–	–	0.03%	125
2023 Q2	$272K	Hold	2,399	–	–	0.03%	125
2023 Q1	$281K	Hold	2,399	–	–	0.04%	130
2022 Q4	$289K	Sell	2,399 -33	-1%	-$3.9K	0.04%	122
2022 Q3	$261K	Hold	2,432	–	–	0.04%	131
2022 Q2	$286K	Hold	2,432	–	–	0.04%	125
2022 Q1	$311K	Hold	2,432	–	–	0.04%	130
2021 Q4	$298K	Hold	2,432	–	–	0.04%	140
2021 Q3	$279K	Sell	2,432 -27	-1%	-$3.16K	0.04%	142
2021 Q2	$287K	Hold	2,459	–	–	0.04%	139
2021 Q1	$280K	Hold	2,459	–	–	0.04%	145
2020 Q4	$237K	Hold	2,459	–	–	0.04%	145
2020 Q3	$200K	Buy	+2,459	New	+$205K	0.03%	135
2020 Q1	–	Sell	-3,615	Closed	-$382K	–	125
2019 Q4	$382K	Hold	3,615	–	–	0.07%	105
2019 Q3	$369K	Buy	3,615 +360	+11%	+$35.9K	0.07%	111
2019 Q2	$324K	Hold	3,255	–	–	0.05%	117
2019 Q1	$320K	Sell	3,255 -82	-2%	-$7.85K	0.06%	109
2018 Q4	$298K	Hold	3,337	–	–	0.06%	124
2018 Q3	$333K	Hold	3,337	–	–	0.07%	107
2018 Q2	$326K	Sell	3,337 -500	-13%	-$48.5K	0.08%	101
2018 Q1	$365K	Sell	3,837 -1,325	-26%	-$129K	0.08%	91
2017 Q4	$509K	Buy	+5,162	New	+$497K	0.13%	82

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

United Bank (Virginia)'s DVY Position: Q2 2026 in Review

United Bank (Virginia) held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,399 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #109.

United Bank (Virginia) first reported a position in DVY in Q4 2017 and has held it in 33 quarters since. The position peaked at $509K in Q4 2017. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

United Bank (Virginia) held 2,399 shares of iShares Select Dividend ETF worth $375K as of Q2 2026.
United Bank (Virginia) left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.04% of United Bank (Virginia)'s portfolio in Q2 2026, its #109 holding.
United Bank (Virginia) first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 33 quarters since.
United Bank (Virginia)'s iShares Select Dividend ETF position peaked at $509K in Q4 2017.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.