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iShares Dow Jones Select Dividend shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 34k 123.17
2023-12-31 $3.9M 33k 117.23
2023-09-30 $2.2M 20k 107.65
2023-06-30 $2.2M 19k 113.28
2023-03-31 $2.3M 20k 117.17
2022-12-31 $2.3M 19k 120.59
2022-09-30 $2.0M 18k 107.24
2022-06-30 $1.9M 16k 117.70
2022-03-31 $1.7M 14k 128.10
2021-12-31 $1.4M 12k 122.59
2021-06-30 $756k 6.5k 116.61
2021-03-31 $756k 6.5k 116.61
2020-12-31 $756k 6.5k 116.61
2020-09-30 $756k 6.5k 116.61
2020-06-30 $3.9M 48k 80.71
2020-03-31 $756k 6.5k 116.61
2019-12-31 $756k 6.5k 116.61
2019-09-30 $756k 6.5k 116.61
2019-06-30 $756k 6.5k 116.61
2019-03-31 $756k 6.5k 116.61
2018-12-31 $283k 3.2k 89.44
2018-09-30 $224k 2.2k 99.64
2018-06-30 $302k 3.1k 97.80
2018-03-31 $203k 2.1k 94.95
2017-12-31 $65k 657 98.93
2017-09-30 $32k 340 94.12
2017-06-30 $31k 340 91.18
2017-03-31 $31k 340 91.18
2016-12-31 $217k 2.5k 88.57
2016-09-30 $210k 2.5k 85.71
2016-06-30 $209k 2.5k 85.31
2016-03-31 $135k 1.6k 81.97
2015-12-31 $81k 1.1k 75.00
2015-09-30 $75k 1.0k 73.10

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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