Juncture Wealth Strategies’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
$717K Sell
2025
Q2
$676K Buy
2025
Q1
$677K Sell
2024
Q4
$676K Buy
2024
Q3
$677K Sell
2024
Q2
$724K Sell
2024
Q1
$771K Sell
2023
Q4
$744K Buy
2023
Q3
$626K Sell
2023
Q2
$678K Buy
2022
Q4
Sell
2022
Q3
$268K Buy