Laird Norton Wetherby Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $610K | Sell |
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|
2025
Q2 | $632K | Buy |
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|
2024
Q4 | $624K | Hold |
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|
2024
Q3 | $642K | Hold |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $709K | Hold |
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|
2023
Q3 | $651K | Hold |
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|
2023
Q2 | $685K | Hold |
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|
2023
Q1 | $709K | Sell |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $721K | Sell |
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|
2022
Q1 | $907K | Hold |
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|
2021
Q4 | $868K | Sell |
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|
2021
Q3 | $890K | Buy |
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|
2021
Q2 | $876K | Buy |
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|
2021
Q1 | $203K | Sell |
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|
2020
Q4 | $721K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $20K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $400K | Buy |
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|
2015
Q3 | $325K | Buy |
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|
2015
Q2 | $336K | Buy |
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|
2015
Q1 | $348K | Buy |
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|
2014
Q4 | $354K | Buy |
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|
2014
Q3 | $330K | Buy |
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|
2014
Q2 | $344K | Sell |
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|
2014
Q1 | $522K | Buy |
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|
2013
Q4 | $318K | Hold |
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|
2013
Q3 | $296K | Hold |
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|
2013
Q2 | $286K | Buy |
|