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iShares Dow Jones Select Dividend shares owned by Evermay Wealth Management

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

Historical chart of Evermay 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 Evermay Wealth Management 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $598k 5.1k 117.22
2023-09-30 $555k 5.1k 108.79
2023-06-30 $600k 5.3k 113.30
2023-03-31 $681k 5.8k 117.18
2022-12-31 $701k 5.8k 120.60
2022-09-30 $623k 5.8k 107.17
2022-06-30 $630k 5.4k 117.69
2022-03-31 $686k 5.4k 128.15
2021-12-31 $656k 5.4k 122.55
2021-09-30 $614k 5.4k 114.70
2021-06-30 $624k 5.4k 116.57
2021-03-31 $611k 5.4k 114.14
2020-12-31 $587k 6.1k 96.20
2020-09-30 $668k 8.2k 81.54
2020-06-30 $693k 8.6k 80.73
2020-03-31 $630k 8.6k 73.54
2019-12-31 $905k 8.6k 105.64
2019-09-30 $890k 8.7k 101.99
2019-06-30 $934k 9.4k 99.59
2019-03-31 $920k 9.4k 98.16
2018-12-31 $836k 9.4k 89.26
2018-09-30 $1.0M 10k 99.76
2018-06-30 $987k 10k 97.73
2018-03-31 $961k 10k 95.16
2017-12-31 $995k 10k 98.58
2017-09-30 $1.0M 11k 93.61
2017-06-30 $988k 11k 92.18
2017-03-31 $976k 11k 91.06
2016-12-31 $949k 11k 88.58
2016-09-30 $929k 11k 85.72
2016-06-30 $924k 11k 85.26
2016-03-31 $888k 11k 81.68
2015-12-31 $714k 9.5k 75.18
2015-09-30 $798k 11k 72.77
2015-06-30 $885k 12k 75.13
2015-03-31 $903k 12k 77.94
2014-12-31 $920k 12k 79.44
2014-09-30 $856k 12k 73.87
2014-06-30 $892k 12k 77.01
2014-03-31 $849k 12k 73.33
2013-12-31 $860k 12k 71.38

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay 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