Jones Financial Companies’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
$4.96M Buy
2025
Q2
$3.67M Buy
2025
Q1
$2.59M Buy
2024
Q4
$1.66M Buy
2024
Q3
$1.18M Buy
2024
Q2
$747K Buy
2024
Q1
$139K Buy
2022
Q3
Sell
2022
Q2
$56K Buy
2022
Q1
$13K Sell
2021
Q4
$34K Sell
2021
Q3
$87K Buy
2021
Q2
$35K Sell
2021
Q1
$175K Buy
2020
Q4
$66K Buy
2013
Q4
Sell
2013
Q3
$135K Buy