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WhitTier Trust Company’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

WhitTier Trust Company’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19K Hold
248
– – ﹤0.01% 944
2026
Q1 		$17.2K Hold
248
– – ﹤0.01% 941
2025
Q4 		$16.8K Sell
248
-1
-0.4% -$66 ﹤0.01% 945
2025
Q3 		$16.6K Buy
+249
New +$16.7K ﹤0.01% 938

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

WhitTier Trust Company held its ProShares Russell 2000 Dividend Growers ETF (SMDV) position steady in Q2 2026 at 248 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

WhitTier Trust Company first reported a position in SMDV in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • WhitTier Trust Company held 248 shares of ProShares Russell 2000 Dividend Growers ETF worth $19K as of Q2 2026.
  • WhitTier Trust Company left its ProShares Russell 2000 Dividend Growers ETF share count unchanged in Q2 2026.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #944 holding.
  • WhitTier Trust Company first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

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