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
2026 Q2	$922K	Sell	5,900 -596	-9%	-$91.8K	0.37%	52
2026 Q1	$988K	Hold	6,496	–	–	0.39%	49
2025 Q4	$1.02M	Hold	6,496	–	–	0.45%	46
2025 Q3	$923K	Hold	6,496	–	–	0.44%	49
2025 Q2	$905K	Hold	6,496	–	–	0.46%	49
2025 Q1	$870K	Hold	6,496	–	–	0.53%	46
2024 Q4	$853K	Hold	6,496	–	–	0.43%	51
2024 Q3	$877K	Sell	6,496 -52	-0.8%	-$6.72K	0.45%	50
2024 Q2	$852K	Hold	6,548	–	–	0.45%	50
2024 Q1	$805K	Hold	6,548	–	–	0.43%	53
2023 Q4	$768K	Hold	6,548	–	–	0.45%	53
2023 Q3	$698K	Buy	+6,548	New	+$745K	0.45%	52

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

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

Jupiter Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 9.2% in Q2 2026, selling an estimated $91.8K and leaving 5,900 shares worth $922K. The position accounts for 0.37% of the portfolio, ranked #52.

Jupiter Wealth Management first reported a position in DVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q4 2025. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Jupiter Wealth Management held 5,900 shares of iShares Select Dividend ETF worth $922K as of Q2 2026.
Jupiter Wealth Management sold 596 iShares Select Dividend ETF shares in Q2 2026, an estimated $91.8K.
iShares Select Dividend ETF made up 0.37% of Jupiter Wealth Management's portfolio in Q2 2026, its #52 holding.
Jupiter Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Jupiter Wealth Management's iShares Select Dividend ETF position peaked at $1.02M in Q4 2025.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.