JB Capital
DVY icon

JB Capital’s iShares Select Dividend ETF DVY Stock Holding History

JB Capital’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
2026
Q3 		$340K Sell
2,237
-193
-8% -$31.1K 0.01% 204
2026
Q2 		$380K Buy
2,430
+7
+0.3% +$1.08K 0.01% 204
2026
Q1 		$367K Sell
2,423
-139
-5% -$21K 0.01% 194
2025
Q4 		$362K Buy
2,562
+155
+6% +$21.9K 0.01% 196
2025
Q3 		$342K Buy
2,407
+227
+10% +$31.4K 0.01% 201
2025
Q2 		$290K Buy
+2,180
New +$282K 0.01% 200

Other funds holding DVY

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

JB Capital's DVY Position: Q3 2026 in Review

JB Capital reduced its iShares Select Dividend ETF (DVY) stake by 7.9% in Q3 2026, selling an estimated $31.1K and leaving 2,237 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #204.

JB Capital first reported a position in DVY in Q2 2025 and has held it in 6 quarters since. The position peaked at $380K in Q2 2026. 542 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • JB Capital held 2,237 shares of iShares Select Dividend ETF worth $340K as of Q3 2026.
  • JB Capital sold 193 iShares Select Dividend ETF shares in Q3 2026, an estimated $31.1K.
  • iShares Select Dividend ETF made up 0.01% of JB Capital's portfolio in Q3 2026, its #204 holding.
  • JB Capital first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 6 quarters since.
  • JB Capital's iShares Select Dividend ETF position peaked at $380K in Q2 2026.
  • 542 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.