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iShares Dow Jones Select Dividend shares owned by Callan Family Office

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Callan Family Office from 13F filings

Historical chart of Callan Family Office 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 Callan Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 40k 123.18
2023-09-30 $4.5M 42k 107.64
2023-06-30 $4.8M 42k 113.30
2023-03-31 $5.0M 42k 117.18
2022-12-31 $4.1M 34k 120.60

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Callan Family Office

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