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

Jupiter 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
2025 Q3	$923K	Hold
2025 Q2	$905K	Hold
2025 Q1	$870K	Hold
2024 Q4	$853K	Hold
2024 Q3	$877K	Sell
2024 Q2	$852K	Hold
2024 Q1	$805K	Hold
2023 Q4	$768K	Hold
2023 Q3	$698K	Buy