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iShares Dow Jones Select Dividend shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 19k 117.22
2023-09-30 $2.0M 19k 107.64
2023-06-30 $2.1M 19k 113.30
2023-03-31 $2.0M 17k 117.18
2022-12-31 $2.0M 17k 120.60
2022-06-30 $2.0M 17k 117.65
2022-03-31 $2.1M 17k 128.16
2021-12-31 $2.1M 17k 122.59
2021-09-30 $1.9M 17k 114.70
2021-06-30 $1.9M 17k 116.64
2021-03-31 $1.9M 17k 114.11
2020-12-31 $1.6M 17k 96.16
2020-09-30 $1.1M 13k 81.54
2020-06-30 $1.2M 15k 80.70
2019-12-31 $1.1M 10k 105.66
2018-12-31 $2.8M 32k 89.30
2018-09-30 $2.9M 29k 99.76
2018-06-30 $2.8M 29k 97.75
2018-03-31 $2.7M 29k 95.13
2017-12-31 $2.9M 29k 98.55
2017-09-30 $2.7M 29k 93.65
2017-06-30 $2.7M 29k 92.21
2017-03-31 $2.7M 29k 91.10
2016-12-31 $2.7M 30k 88.56
2016-09-30 $2.6M 30k 85.68
2015-12-31 $800k 11k 75.20
2015-09-30 $1.8M 24k 72.74
2015-06-30 $438k 5.8k 75.10

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

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