Laird Norton Wetherby Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
+4,755
| New | +$632K | 0.03% | 492 |
|
|
2024
Q4 | $624K | Hold |
4,755
| – | – | 0.03% | 460 |
|
|
2024
Q3 | $642K | Hold |
4,755
| – | – | 0.03% | 479 |
|
|
2024
Q2 | $575K | Sell |
4,755
-1,145
| -19% | -$139K | 0.03% | 499 |
|
|
2024
Q1 | $727K | Sell |
5,900
-150
| -2% | -$18.5K | 0.03% | 442 |
|
|
2023
Q4 | $709K | Hold |
6,050
| – | – | 0.04% | 435 |
|
|
2023
Q3 | $651K | Hold |
6,050
| – | – | 0.04% | 438 |
|
|
2023
Q2 | $685K | Hold |
6,050
| – | – | 0.04% | 441 |
|
|
2023
Q1 | $709K | Sell |
6,050
-364
| -6% | -$42.7K | 0.04% | 412 |
|
|
2022
Q4 | $774K | Buy |
6,414
+364
| +6% | +$43.9K | 0.05% | 382 |
|
|
2022
Q3 | $649K | Sell |
6,050
-80
| -1% | -$8.58K | 0.05% | 405 |
|
|
2022
Q2 | $721K | Sell |
6,130
-951
| -13% | -$112K | 0.05% | 374 |
|
|
2022
Q1 | $907K | Hold |
7,081
| – | – | 0.05% | 339 |
|
|
2021
Q4 | $868K | Sell |
7,081
-675
| -9% | -$82.7K | 0.05% | 346 |
|
|
2021
Q3 | $890K | Buy |
7,756
+250
| +3% | +$28.7K | 0.05% | 330 |
|
|
2021
Q2 | $876K | Buy |
7,506
+5,730
| +323% | +$669K | 0.05% | 337 |
|
|
2021
Q1 | $203K | Sell |
1,776
-5,730
| -76% | -$655K | 0.02% | 737 |
|
|
2020
Q4 | $721K | Buy |
+7,506
| New | +$721K | 0.05% | 354 |
|
|
2018
Q1 | – | Sell |
-210
| Closed | -$21K | – | 653 |
|
|
2017
Q4 | $21K | Hold |
210
| – | – | ﹤0.01% | 651 |
|
|
2017
Q3 | $20K | Buy |
+210
| New | +$20K | ﹤0.01% | 626 |
|
|
2016
Q1 | – | Sell |
-5,315
| Closed | -$400K | – | 491 |
|
|
2015
Q4 | $400K | Buy |
5,315
+846
| +19% | +$63.7K | 0.1% | 242 |
|
|
2015
Q3 | $325K | Buy |
4,469
+2
| +0% | +$145 | 0.08% | 292 |
|
|
2015
Q2 | $336K | Buy |
4,467
+2
| +0% | +$150 | 0.08% | 289 |
|
|
2015
Q1 | $348K | Buy |
4,465
+1
| +0% | +$78 | 0.08% | 285 |
|
|
2014
Q4 | $354K | Buy |
4,464
+2
| +0% | +$159 | 0.09% | 274 |
|
|
2014
Q3 | $330K | Buy |
4,462
+1
| +0% | +$74 | 0.09% | 280 |
|
|
2014
Q2 | $344K | Sell |
4,461
-2,661
| -37% | -$205K | 0.1% | 266 |
|
|
2014
Q1 | $522K | Buy |
7,122
+2,663
| +60% | +$195K | 0.15% | 174 |
|
|
2013
Q4 | $318K | Hold |
4,459
| – | – | 0.09% | 273 |
|
|
2013
Q3 | $296K | Hold |
4,459
| – | – | 0.09% | 269 |
|
|
2013
Q2 | $286K | Buy |
+4,459
| New | +$286K | 0.1% | 243 |
|