iShares Dow Jones Select Dividend shares owned by CapWealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $637k | 5.4k | 117.21 |
| 2023-09-30 | $619k | 5.8k | 107.64 |
| 2023-06-30 | $654k | 5.8k | 113.30 |
| 2023-03-31 | $735k | 6.3k | 117.18 |
| 2022-12-31 | $905k | 7.5k | 120.59 |
| 2022-09-30 | $805k | 7.5k | 107.28 |
| 2022-06-30 | $956k | 8.1k | 117.72 |
| 2022-03-31 | $1.0M | 8.0k | 128.10 |
| 2021-12-31 | $603k | 4.9k | 122.61 |
| 2021-09-30 | $590k | 5.1k | 114.76 |
| 2021-06-30 | $758k | 6.5k | 116.65 |
| 2021-03-31 | $899k | 7.9k | 114.12 |
| 2020-12-31 | $863k | 9.0k | 96.16 |
| 2020-09-30 | $824k | 10k | 81.56 |
| 2020-06-30 | $895k | 11k | 80.75 |
| 2020-03-31 | $980k | 13k | 73.56 |
| 2019-12-31 | $1.4M | 14k | 105.65 |
| 2019-09-30 | $1.4M | 14k | 101.94 |
| 2019-06-30 | $1.4M | 14k | 99.56 |
| 2019-03-31 | $1.4M | 15k | 98.20 |
| 2018-12-31 | $1.3M | 15k | 89.34 |
| 2018-09-30 | $1.5M | 15k | 99.78 |
| 2018-06-30 | $1.5M | 15k | 97.72 |
| 2018-03-31 | $1.3M | 14k | 98.55 |
| 2017-12-31 | $1.3M | 14k | 98.55 |
| 2017-09-30 | $1.3M | 14k | 93.68 |
| 2017-06-30 | $1.3M | 14k | 92.19 |
| 2017-03-31 | $1.3M | 15k | 91.10 |
| 2016-12-31 | $1.3M | 15k | 88.56 |
| 2016-09-30 | $1.3M | 15k | 85.70 |
| 2016-06-30 | $1.3M | 16k | 85.31 |
| 2016-03-31 | $1.3M | 16k | 81.69 |
| 2015-12-31 | $1.3M | 17k | 75.16 |
| 2015-09-30 | $1.3M | 18k | 72.77 |
| 2015-06-30 | $1.4M | 18k | 75.15 |
| 2015-03-31 | $1.4M | 18k | 77.93 |
| 2014-12-31 | $1.4M | 18k | 79.43 |
| 2014-09-30 | $1.4M | 19k | 73.86 |
| 2014-06-30 | $1.4M | 18k | 76.97 |
| 2014-03-31 | $1.3M | 17k | 73.32 |
| 2013-12-31 | $1.3M | 18k | 71.37 |
| 2013-09-30 | $1.3M | 20k | 66.34 |
| 2013-06-30 | $1.3M | 20k | 64.01 |
| 2013-03-31 | $1.1M | 18k | 63.40 |
| 2012-12-31 | $1.0M | 18k | 57.23 |
| 2012-09-30 | $1.0M | 18k | 57.68 |
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