JPL Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

JPL Wealth Management’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	$24.2K	Hold	155	–	–	﹤0.01%	395
2026 Q1	$23.5K	Buy	+155	New	+$23.4K	0.01%	368
2025 Q4	–	Sell	-155	Closed	-$22K	–	396
2025 Q3	$22K	Buy	+155	New	+$21.5K	0.01%	384

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JPL Wealth Management's DVY Position: Q2 2026 in Review

JPL Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 155 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

JPL Wealth Management first reported a position in DVY in Q3 2025 and has held it in 3 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

JPL Wealth Management held 155 shares of iShares Select Dividend ETF worth $24.2K as of Q2 2026.
JPL Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #395 holding.
JPL Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 3 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.