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

Washington 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 Q3	$1.79M	Hold	11,786	–	–	0.06%	127
2026 Q2	$1.84M	Sell	11,786 -2,183	-16%	-$336K	0.06%	128
2026 Q1	$2.12M	Sell	13,969 -459	-3%	-$69.3K	0.07%	123
2025 Q4	$2.04M	Buy	14,428 +59	+0.4%	+$8.33K	0.07%	125
2025 Q3	$2.04M	Hold	14,369	–	–	0.07%	125
2025 Q2	$1.91M	Hold	14,369	–	–	0.07%	127
2025 Q1	$1.93M	Sell	14,369 -665	-4%	-$89.2K	0.07%	124
2024 Q4	$1.97M	Sell	15,034 -328	-2%	-$44.7K	0.07%	123
2024 Q3	$2.07M	Sell	15,362 -360	-2%	-$46.5K	0.07%	125
2024 Q2	$1.9M	Buy	15,722 +660	+4%	+$80.1K	0.07%	127
2024 Q1	$1.86M	Buy	15,062 +762	+5%	+$89.2K	0.07%	127
2023 Q4	$1.68M	Buy	14,300 +13,900	+3,475%	+$1.53M	0.07%	130
2023 Q3	$43.1K	Sell	400 -170	-30%	-$19.3K	﹤0.01%	413
2023 Q2	$64.6K	Hold	570	–	–	﹤0.01%	378
2023 Q1	$66.8K	Buy	570 +384	+206%	+$46.4K	﹤0.01%	371
2022 Q4	$22.4K	Hold	186	–	–	﹤0.01%	535
2022 Q3	$20K	Sell	186 -574	-76%	-$68.8K	﹤0.01%	540
2022 Q2	$89K	Hold	760	–	–	﹤0.01%	323
2022 Q1	$97K	Hold	760	–	–	﹤0.01%	335
2021 Q4	$93K	Sell	760 -40	-5%	-$4.77K	﹤0.01%	342
2021 Q3	$92K	Sell	800 -166	-17%	-$19.4K	﹤0.01%	413
2021 Q2	$113K	Buy	+966	New	+$115K	﹤0.01%	385
2020 Q3	–	Sell	-284	Closed	-$23K	–	991
2020 Q2	$23K	Hold	284	–	–	﹤0.01%	532
2020 Q1	$21K	Buy	+284	New	+$27.1K	﹤0.01%	539
2018 Q3	–	Sell	-85	Closed	-$8K	–	391
2018 Q2	$8K	Buy	+85	New	+$8.25K	﹤0.01%	692

Other funds holding DVY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Washington Trust's DVY Position: Q3 2026 in Review

Washington Trust held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 11,786 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #127.

Washington Trust first reported a position in DVY in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.12M in Q1 2026. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Washington Trust held 11,786 shares of iShares Select Dividend ETF worth $1.79M as of Q3 2026.
Washington Trust left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.06% of Washington Trust's portfolio in Q3 2026, its #127 holding.
Washington Trust first reported a position in iShares Select Dividend ETF in Q2 2018 and has held it in 25 quarters since.
Washington Trust's iShares Select Dividend ETF position peaked at $2.12M in Q1 2026.
689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.