Juncture Wealth Strategies’s iShares Select Dividend ETF DVY Stock Holding History

Juncture Wealth Strategies’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	$638K	Sell	4,081 -611	-13%	-$94.1K	0.17%	94
2026 Q1	$710K	Sell	4,692 -141	-3%	-$21.3K	0.24%	63
2025 Q4	$682K	Sell	4,833 -214	-4%	-$30.2K	0.22%	61
2025 Q3	$717K	Sell	5,047 -45	-0.9%	-$6.23K	0.24%	60
2025 Q2	$676K	Buy	5,092 +51	+1%	+$6.6K	0.24%	57
2025 Q1	$677K	Sell	5,041 -109	-2%	-$14.6K	0.26%	66
2024 Q4	$676K	Buy	5,150 +138	+3%	+$18.8K	0.25%	60
2024 Q3	$677K	Sell	5,012 -973	-16%	-$126K	0.26%	61
2024 Q2	$724K	Sell	5,985 -278	-4%	-$33.7K	0.3%	51
2024 Q1	$771K	Sell	6,263 -86	-1%	-$10.1K	0.33%	47
2023 Q4	$744K	Buy	6,349 +537	+9%	+$59.1K	0.34%	54
2023 Q3	$626K	Sell	5,812 -176	-3%	-$20K	0.31%	71
2023 Q2	$678K	Buy	+5,988	New	+$682K	0.32%	64
2022 Q4	–	Sell	-2,495	Closed	-$268K	–	109
2022 Q3	$268K	Buy	+2,495	New	+$299K	0.13%	91

Other funds holding DVY

NCM

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

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Juncture Wealth Strategies's DVY Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its iShares Select Dividend ETF (DVY) stake by 13% in Q2 2026, selling an estimated $94.1K and leaving 4,081 shares worth $638K. The position accounts for 0.17% of the portfolio, ranked #94.

Juncture Wealth Strategies first reported a position in DVY in Q3 2022 and has held it in 14 quarters since. The position peaked at $771K in Q1 2024. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Juncture Wealth Strategies held 4,081 shares of iShares Select Dividend ETF worth $638K as of Q2 2026.
Juncture Wealth Strategies sold 611 iShares Select Dividend ETF shares in Q2 2026, an estimated $94.1K.
iShares Select Dividend ETF made up 0.17% of Juncture Wealth Strategies's portfolio in Q2 2026, its #94 holding.
Juncture Wealth Strategies first reported a position in iShares Select Dividend ETF in Q3 2022 and has held it in 14 quarters since.
Juncture Wealth Strategies's iShares Select Dividend ETF position peaked at $771K in Q1 2024.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.