iShares Dow Jones Select Dividend shares owned by Fusion Family Wealth
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Fusion Family Wealth
from 13F filings
Historical chart of Fusion Family Wealth investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Fusion Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $555k | 4.5k | 123.19 |
| 2023-12-31 | $528k | 4.5k | 117.22 |
| 2021-03-31 | $62k | 540 | 114.81 |
| 2020-12-31 | $52k | 540 | 96.30 |
| 2020-09-30 | $44k | 540 | 81.48 |
| 2020-06-30 | $44k | 550 | 80.00 |
| 2020-03-31 | $40k | 550 | 72.73 |
| 2019-12-31 | $58k | 550 | 105.45 |
| 2019-09-30 | $56k | 550 | 101.82 |
| 2019-06-30 | $55k | 550 | 100.00 |
| 2019-03-31 | $54k | 550 | 98.18 |
| 2018-12-31 | $94k | 1.0k | 89.78 |
| 2018-09-30 | $130k | 1.3k | 100.00 |
| 2018-06-30 | $127k | 1.3k | 97.69 |
| 2018-03-31 | $130k | 1.4k | 94.89 |
| 2017-12-31 | $135k | 1.4k | 98.54 |
| 2017-09-30 | $128k | 1.4k | 93.43 |
| 2017-06-30 | $175k | 1.9k | 92.11 |
| 2017-03-31 | $178k | 2.0k | 91.28 |
| 2016-12-31 | $268k | 3.0k | 88.60 |
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