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

WhitTier 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	$2.96M	Buy	18,525 +242	+1%	+$37.3K	0.06%	206
2026 Q1	$2.78M	Buy	18,283 +17	+0.1%	+$2.57K	0.06%	205
2025 Q4	$2.65M	Buy	18,266 +24	+0.1%	+$3.39K	0.06%	209
2025 Q3	$2.61M	Sell	18,242 -447	-2%	-$61.9K	0.06%	205
2025 Q2	$2.48M	Buy	18,689 +1,258	+7%	+$163K	0.06%	225
2025 Q1	$2.34M	Buy	17,431 +2,374	+16%	+$318K	0.06%	225
2024 Q4	$1.98M	Sell	15,057 -229	-1%	-$31.2K	0.05%	235
2024 Q3	$2.06M	Buy	15,286 +5,624	+58%	+$727K	0.05%	230
2024 Q2	$1.17M	Buy	9,662 +500	+5%	+$60.7K	0.03%	267
2024 Q1	$1.13M	Sell	9,162 -251	-3%	-$29.4K	0.03%	269
2023 Q4	$1.1M	Buy	9,413 +1,498	+19%	+$165K	0.04%	267
2023 Q3	$852K	Hold	7,915	–	–	0.03%	289
2023 Q2	$897K	Hold	7,915	–	–	0.03%	289
2023 Q1	$927K	Buy	7,915 +1,459	+23%	+$176K	0.03%	282
2022 Q4	$779K	Sell	6,456 -247	-4%	-$29.2K	0.03%	303
2022 Q3	$718K	Hold	6,703	–	–	0.03%	304
2022 Q2	$789K	Sell	6,703 -66	-1%	-$8.26K	0.03%	293
2022 Q1	$867K	Sell	6,769 -120	-2%	-$15K	0.03%	301
2021 Q4	$844K	Hold	6,889	–	–	0.03%	298
2021 Q3	$790K	Sell	6,889 -19	-0.3%	-$2.22K	0.03%	293
2021 Q2	$806K	Sell	6,908 -1,200	-15%	-$143K	0.03%	288
2021 Q1	$925K	Hold	8,108	–	–	0.04%	266
2020 Q4	$780K	Buy	8,108 +238	+3%	+$21.6K	0.04%	266
2020 Q3	$642K	Buy	7,870 +534	+7%	+$44.5K	0.04%	272
2020 Q2	$592K	Sell	7,336 -4,375	-37%	-$350K	0.04%	275
2020 Q1	$861K	Sell	11,711 -334	-3%	-$31.9K	0.07%	205
2019 Q4	$1.27M	Sell	12,045 -2	-0%	-$206	0.08%	190
2019 Q3	$1.23M	Buy	12,047 +500	+4%	+$49.9K	0.09%	184
2019 Q2	$1.15M	Sell	11,547 -2,000	-15%	-$197K	0.08%	184
2019 Q1	$1.33M	Sell	13,547 -27	-0.2%	-$2.59K	0.1%	172
2018 Q4	$1.21M	Buy	13,574 +5,549	+69%	+$531K	0.1%	166
2018 Q3	$801K	Hold	8,025	–	–	0.06%	213
2018 Q2	$784K	Buy	8,025 +400	+5%	+$38.8K	0.06%	213
2018 Q1	$725K	Buy	7,625 +4,937	+184%	+$482K	0.06%	222
2017 Q4	$265K	Hold	2,688	–	–	0.02%	321
2017 Q3	$252K	Hold	2,688	–	–	0.02%	320
2017 Q2	$248K	Sell	2,688 -300	-10%	-$27.6K	0.02%	322
2017 Q1	$272K	Hold	2,988	–	–	0.03%	310
2016 Q4	$265K	Sell	2,988 -110	-4%	-$9.47K	0.03%	304
2016 Q3	$265K	Hold	3,098	–	–	0.03%	308
2016 Q2	$264K	Hold	3,098	–	–	0.03%	310
2016 Q1	$253K	Hold	3,098	–	–	0.03%	309
2015 Q4	$233K	Sell	3,098 -200	-6%	-$15.2K	0.03%	320
2015 Q3	$240K	Sell	3,298 -300	-8%	-$22.4K	0.03%	322
2015 Q2	$270K	Sell	3,598 -1,200	-25%	-$93.7K	0.03%	322
2015 Q1	$374K	Sell	4,798 -89	-2%	-$7.04K	0.04%	288
2014 Q4	$388K	Buy	4,887 +150	+3%	+$11.6K	0.04%	286
2014 Q3	$350K	Sell	4,737 -40	-0.8%	-$3.02K	0.04%	280
2014 Q2	$368K	Buy	4,777 +400	+9%	+$29.9K	0.04%	271
2014 Q1	$321K	Buy	4,377 +600	+16%	+$42.6K	0.04%	281
2013 Q4	$269K	Sell	3,777 -1,150	-23%	-$80K	0.03%	298
2013 Q3	$327K	Buy	4,927 +75	+2%	+$4.99K	0.04%	262
2013 Q2	$311K	Buy	+4,852	New	+$314K	0.04%	258

Other funds holding DVY

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WhitTier Trust Company's DVY Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares Select Dividend ETF (DVY) stake by 1.3% in Q2 2026, buying an estimated $37.3K and bringing the position to 18,525 shares worth $2.96M. The position accounts for 0.06% of the portfolio, ranked #206.

WhitTier Trust Company first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

WhitTier Trust Company held 18,525 shares of iShares Select Dividend ETF worth $2.96M as of Q2 2026.
WhitTier Trust Company bought 242 iShares Select Dividend ETF shares in Q2 2026, an estimated $37.3K.
iShares Select Dividend ETF made up 0.06% of WhitTier Trust Company's portfolio in Q2 2026, its #206 holding.
WhitTier Trust Company first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.