JFS Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

JFS Wealth 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
2026 Q2	$3.63M	Sell	23,241 -74	-0.3%	-$11.4K	0.18%	77
2026 Q1	$3.53M	Buy	23,315 +6	+0%	+$906	0.2%	78
2025 Q4	$3.29M	Sell	23,309 -99	-0.4%	-$14K	0.19%	78
2025 Q3	$3.33M	Buy	23,408 +55	+0.2%	+$7.62K	0.19%	76
2025 Q2	$3.1M	Buy	23,353 +380	+2%	+$49.2K	0.2%	74
2025 Q1	$3.09M	Buy	22,973 +29	+0.1%	+$3.89K	0.21%	70
2024 Q4	$3.01M	Sell	22,944 -2,322	-9%	-$316K	0.21%	69
2024 Q3	$3.41M	Buy	25,266 +257	+1%	+$33.2K	0.23%	70
2024 Q2	$3.03M	Buy	25,009 +8	+0%	+$971	0.24%	60
2024 Q1	$3.08M	Sell	25,001 -478	-2%	-$56K	0.24%	59
2023 Q4	$2.99M	Buy	25,479 +650	+3%	+$71.5K	0.25%	59
2023 Q3	$2.67M	Buy	24,829 +3,078	+14%	+$350K	0.25%	61
2023 Q2	$2.46M	Buy	21,751 +2,343	+12%	+$267K	0.22%	64
2023 Q1	$2.27M	Sell	19,408 -6,010	-24%	-$727K	0.21%	76
2022 Q4	$3.07M	Buy	25,418 +5,566	+28%	+$659K	0.3%	56
2022 Q3	$2.13M	Sell	19,852 -227	-1%	-$27.2K	0.23%	76
2022 Q2	$2.36M	Buy	20,079 +182	+0.9%	+$22.8K	0.25%	66
2022 Q1	$2.55M	Sell	19,897 -627	-3%	-$78.3K	0.24%	78
2021 Q4	$2.52M	Sell	20,524 -3,510	-15%	-$418K	0.24%	76
2021 Q3	$2.76M	Buy	24,034 +18,849	+364%	+$2.2M	0.28%	67
2021 Q2	$605K	Sell	5,185 -200	-4%	-$23.8K	0.09%	102
2021 Q1	$614K	Hold	5,385	–	–	0.13%	90
2020 Q4	$518K	Sell	5,385 -153	-3%	-$13.9K	0.11%	94
2020 Q3	$452K	Hold	5,538	–	–	0.11%	92
2020 Q2	$447K	Sell	5,538 -1,456	-21%	-$116K	0.12%	94
2020 Q1	$514K	Hold	6,994	–	–	0.15%	81
2019 Q4	$739K	Sell	6,994 -88	-1%	-$9.06K	0.18%	81
2019 Q3	$722K	Sell	7,082 -125	-2%	-$12.5K	0.18%	82
2019 Q2	$718K	Hold	7,207	–	–	0.18%	82
2019 Q1	$708K	Sell	7,207 -231	-3%	-$22.1K	0.18%	81
2018 Q4	$664K	Hold	7,438	–	–	0.18%	81
2018 Q3	$742K	Hold	7,438	–	–	0.19%	77
2018 Q2	$727K	Hold	7,438	–	–	0.19%	74
2018 Q1	$708K	Hold	7,438	–	–	0.19%	74
2017 Q4	$733K	Buy	7,438 +1,144	+18%	+$110K	0.18%	78
2017 Q3	$589K	Buy	+6,294	New	+$582K	0.15%	76

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

JFS Wealth Advisors's DVY Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.32% in Q2 2026, selling an estimated $11.4K and leaving 23,241 shares worth $3.63M. The position accounts for 0.18% of the portfolio, ranked #77.

JFS Wealth Advisors first reported a position in DVY in Q3 2017 and has held it in 36 quarters since. 660 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

JFS Wealth Advisors held 23,241 shares of iShares Select Dividend ETF worth $3.63M as of Q2 2026.
JFS Wealth Advisors sold 74 iShares Select Dividend ETF shares in Q2 2026, an estimated $11.4K.
iShares Select Dividend ETF made up 0.18% of JFS Wealth Advisors's portfolio in Q2 2026, its #77 holding.
JFS Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2017 and has held it in 36 quarters since.
660 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.