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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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WhitTier Trust Company's SMDV Position: Q1 2026 in Review

WhitTier Trust Company held its ProShares Russell 2000 Dividend Growers ETF (SMDV) position steady in Q1 2026 at 248 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

WhitTier Trust Company first reported a position in SMDV in Q3 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

  • WhitTier Trust Company held 248 shares of ProShares Russell 2000 Dividend Growers ETF worth $17.2K as of Q1 2026.
  • WhitTier Trust Company left its ProShares Russell 2000 Dividend Growers ETF share count unchanged in Q1 2026.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #941 holding.
  • WhitTier Trust Company first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.