Fernwood Investment Management »

iShares Dow Jones Select Dividend shares owned by Fernwood Investment Management

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

Historical chart of Fernwood Investment 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 Fernwood Investment 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 Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 16k 117.22
2023-09-30 $1.8M 17k 107.64
2023-06-30 $1.9M 17k 113.30
2023-03-31 $2.0M 17k 117.18
2022-12-31 $2.1M 17k 120.60
2022-09-30 $1.8M 17k 107.24
2022-06-30 $2.3M 20k 117.69
2022-03-31 $2.9M 22k 128.14
2021-12-31 $2.3M 19k 122.59
2021-09-30 $2.2M 19k 114.72
2021-06-30 $2.5M 22k 116.60
2021-03-31 $2.4M 21k 114.08
2020-12-31 $2.1M 22k 96.17
2020-09-30 $1.8M 22k 81.53
2020-06-30 $1.7M 21k 80.74
2020-03-31 $2.0M 27k 73.54
2019-12-31 $2.8M 26k 105.64
2019-09-30 $2.8M 28k 101.97
2019-06-30 $2.6M 26k 99.55
2019-03-31 $2.7M 27k 98.19
2018-12-31 $2.4M 27k 89.31
2018-09-30 $2.7M 27k 99.74
2018-06-30 $3.2M 33k 97.74
2018-03-31 $3.3M 34k 95.11
2017-12-31 $3.1M 31k 98.55
2017-09-30 $819k 8.7k 93.66
2017-06-30 $786k 8.5k 92.21
2017-03-31 $582k 6.4k 91.14
2016-12-31 $507k 5.7k 88.57

More positions owned by Fernwood Investment Management

Apple Stock (AAPL)
Texas Pacific Land Corporation Stock (TPL)
Ishares S&p 500 Index Etf (IVV)
Bridgebio Pharma Stock (BBIO)
Mongodb Inc Cl A Stock (MDB)
Vanguard Mega Cap Growth Etf Etf (MGK)
Pliant Therapeutics Stock (PLRX)
Microsoft Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Amazon.com Stock (AMZN)
Alphabet Inc Class A Stock (GOOGL)
Msci Stock (MSCI)
Eli Lilly & Co Stock (LLY)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Dow Jones Us Consumer Goods Etf (IYK)

View all positions for Fernwood Investment 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