Jamison Private Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Jamison Private 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	$439K	Buy
2025 Q2	$410K	Buy
2025 Q1	$414K	Buy
2024 Q4	$404K	Buy
2024 Q3	$415K	Buy
2024 Q2	$371K	Buy
2024 Q1	$378K	Buy
2023 Q4	$125K	Buy
2023 Q3	$113K	Buy