Cyrus J. Lawrence’s iShares Select Dividend ETF DVY Stock Holding History

Cyrus J. Lawrence’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
2025 Q1	–	Sell	-1,680	Closed	-$220K	–	87
2024 Q4	$220K	Buy	1,680 +1,480	+740%	+$202K	0.04%	67
2024 Q3	$27K	Hold	200	–	–	0.01%	135
2024 Q2	$24K	Hold	200	–	–	﹤0.01%	135
2024 Q1	$24K	Buy	+200	New	+$23.4K	0.01%	130
2023 Q3	–	Sell	-623	Closed	-$70	–	137
2023 Q2	$70	Hold	623	–	–	0.02%	92
2023 Q1	$73K	Hold	623	–	–	0.02%	94
2022 Q4	$75K	Hold	623	–	–	0.02%	96
2022 Q3	$66K	Hold	623	–	–	0.01%	99
2022 Q2	$73K	Hold	623	–	–	0.02%	123
2022 Q1	$80K	Buy	+623	New	+$77.8K	0.02%	122

Other funds holding DVY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return