JGP Wealth Management’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
Q3 | $12.1M | Sell |
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|
2025
Q2 | $11.5M | Buy |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $9.21M | Sell |
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|
2024
Q1 | $9.46M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $1.14M | Buy |
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