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	-$70K	–	137
2023 Q2	$70K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cyrus J. Lawrence's DVY Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 1,680 shares — an estimated $220K sold.

Cyrus J. Lawrence first reported a position in DVY in Q1 2022 and held it in 10 quarters. The position peaked at $220K in Q4 2024. 1,316 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Cyrus J. Lawrence reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 1,680 iShares Select Dividend ETF shares in Q1 2025, an estimated $220K.
Cyrus J. Lawrence first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 10 quarters.
Cyrus J. Lawrence's iShares Select Dividend ETF position peaked at $220K in Q4 2024.
1,316 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.