Laird Norton Wetherby Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	$610K	Sell	4,290 -465	-10%	-$64.4K	0.02%	511
2025 Q2	$632K	Buy	+4,755	New	+$616K	0.03%	493
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%	501
2024 Q1	$727K	Sell	5,900 -150	-2%	-$17.6K	0.03%	443
2023 Q4	$709K	Hold	6,050	–	–	0.04%	436
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%	-$44K	0.04%	413
2022 Q4	$774K	Buy	6,414 +364	+6%	+$43.1K	0.05%	382
2022 Q3	$649K	Sell	6,050 -80	-1%	-$9.59K	0.05%	405
2022 Q2	$721K	Sell	6,130 -951	-13%	-$119K	0.05%	374
2022 Q1	$907K	Hold	7,081	–	–	0.05%	339
2021 Q4	$868K	Sell	7,081 -675	-9%	-$80.5K	0.05%	349
2021 Q3	$890K	Buy	7,756 +250	+3%	+$29.2K	0.05%	332
2021 Q2	$876K	Buy	7,506 +5,730	+323%	+$681K	0.05%	339
2021 Q1	$203K	Sell	1,776 -5,730	-76%	-$606K	0.02%	737
2020 Q4	$721K	Buy	+7,506	New	+$681K	0.05%	356
2018 Q1	–	Sell	-210	Closed	-$21K	–	653
2017 Q4	$21K	Hold	210	–	–	﹤0.01%	651
2017 Q3	$20K	Buy	+210	New	+$19.4K	﹤0.01%	626
2016 Q1	–	Sell	-5,315	Closed	-$400K	–	491
2015 Q4	$400K	Buy	5,315 +846	+19%	+$64.3K	0.1%	242
2015 Q3	$325K	Buy	4,469 +2	+0%	+$149	0.08%	292
2015 Q2	$336K	Buy	4,467 +2	+0%	+$156	0.08%	289
2015 Q1	$348K	Buy	4,465 +1	+0%	+$79	0.08%	285
2014 Q4	$354K	Buy	4,464 +2	+0%	+$154	0.09%	274
2014 Q3	$330K	Buy	4,462 +1	+0%	+$75	0.09%	280
2014 Q2	$344K	Sell	4,461 -2,661	-37%	-$199K	0.1%	266
2014 Q1	$522K	Buy	7,122 +2,663	+60%	+$189K	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	+$289K	0.1%	243

Other funds holding DVY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's DVY Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 9.8% in Q3 2025, selling an estimated $64.4K and leaving 4,290 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #511.

Laird Norton Wetherby Wealth Management first reported a position in DVY in Q2 2013 and has held it in 32 quarters since. The position peaked at $907K in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Laird Norton Wetherby Wealth Management held 4,290 shares of iShares Select Dividend ETF worth $610K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 465 iShares Select Dividend ETF shares in Q3 2025, an estimated $64.4K.
iShares Select Dividend ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #511 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 32 quarters since.
Laird Norton Wetherby Wealth Management's iShares Select Dividend ETF position peaked at $907K in Q1 2022.
1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.