Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

iShares Dow Jones Select Dividend shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones Select Dividend by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 1.8k 123.15
2023-03-31 $243k 2.1k 117.18
2022-12-31 $250k 2.1k 120.60
2022-09-30 $222k 2.1k 107.14
2022-06-30 $238k 2.0k 117.71
2022-03-31 $259k 2.0k 128.09
2021-12-31 $248k 2.0k 122.65
2021-09-30 $237k 2.1k 114.83
2021-06-30 $241k 2.1k 116.76
2021-03-31 $236k 2.1k 114.34
2019-12-31 $288k 2.7k 105.65
2019-09-30 $278k 2.7k 101.98
2019-06-30 $286k 2.9k 99.72
2019-03-31 $291k 3.0k 98.18
2018-12-31 $201k 2.3k 89.25
2018-09-30 $225k 2.3k 99.91
2018-06-30 $236k 2.4k 97.80
2018-03-31 $276k 2.9k 95.14
2017-12-31 $260k 2.6k 98.41
2017-09-30 $279k 3.0k 93.72
2017-06-30 $277k 3.0k 92.30
2017-03-31 $274k 3.0k 91.06
2016-12-31 $320k 3.6k 88.47
2016-09-30 $361k 4.2k 85.61
2016-06-30 $407k 4.8k 85.31
2016-03-31 $391k 4.8k 81.71
2015-12-31 $409k 5.4k 75.21
2015-09-30 $359k 4.9k 72.72
2015-06-30 $241k 3.2k 75.15
2015-03-31 $259k 3.3k 77.99
2014-12-31 $405k 5.1k 79.40
2014-09-30 $379k 5.1k 73.88
2014-06-30 $393k 5.1k 76.98
2014-03-31 $354k 4.8k 73.37
2013-12-31 $348k 4.9k 71.36
2013-09-30 $514k 7.8k 66.30
2013-06-30 $582k 9.1k 64.05

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend