Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	–	Sell	-112	Closed	-$14.9K	–	536
2025 Q2	$14.9K	Hold	112	–	–	﹤0.01%	463
2025 Q1	$14.2K	Hold	112	–	–	﹤0.01%	459
2024 Q4	$15.2K	Hold	112	–	–	﹤0.01%	466
2024 Q3	$15.1K	Sell	112 -80	-42%	-$10.3K	﹤0.01%	476
2024 Q2	$24.4K	Hold	192	–	–	﹤0.01%	439
2024 Q1	$23K	Sell	192 -192	-50%	-$22.5K	﹤0.01%	447
2023 Q4	$44.2K	Hold	384	–	–	﹤0.01%	413
2023 Q3	$41.3K	Hold	384	–	–	﹤0.01%	436
2023 Q2	$43.5K	Hold	384	–	–	﹤0.01%	440
2023 Q1	$45K	Sell	384 -334	-47%	-$40.4K	﹤0.01%	421
2022 Q4	$86.6K	Buy	718 +384	+115%	+$45.4K	﹤0.01%	360
2022 Q3	$36K	Sell	334 -109	-25%	-$13.1K	﹤0.01%	450
2022 Q2	$52K	Buy	443 +109	+33%	+$13.6K	﹤0.01%	421
2022 Q1	$43K	Hold	334	–	–	﹤0.01%	458
2021 Q4	$41K	Hold	334	–	–	﹤0.01%	479
2021 Q3	$38K	Hold	334	–	–	﹤0.01%	481
2021 Q2	$39K	Buy	+334	New	+$39.7K	﹤0.01%	492

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 $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's DVY Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 112 shares — an estimated $14.9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DVY in Q2 2021 and held it in 17 quarters. The position peaked at $86.6K in Q4 2022. 1,308 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 112 iShares Select Dividend ETF shares in Q3 2025, an estimated $14.9K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Select Dividend ETF in Q2 2021 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Select Dividend ETF position peaked at $86.6K in Q4 2022.
1,308 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.