JFS Wealth Advisors’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
Q2 | $3.1M | Buy |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $3.01M | Sell |
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|
2024
Q3 | $3.41M | Buy |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.67M | Buy |
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|
2023
Q2 | $2.46M | Buy |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $3.07M | Buy |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $2.55M | Sell |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $605K | Sell |
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|
2021
Q1 | $614K | Hold |
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|
2020
Q4 | $518K | Sell |
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|
2020
Q3 | $452K | Hold |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $514K | Hold |
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|
2019
Q4 | $739K | Sell |
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|
2019
Q3 | $722K | Sell |
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|
2019
Q2 | $718K | Hold |
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|
2019
Q1 | $708K | Sell |
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|
2018
Q4 | $664K | Hold |
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|
2018
Q3 | $742K | Hold |
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|
2018
Q2 | $727K | Hold |
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|
2018
Q1 | $708K | Hold |
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|
2017
Q4 | $733K | Buy |
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|
2017
Q3 | $589K | Buy |
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