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iShares Dow Jones Select Dividend shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 32k 117.22
2023-09-30 $3.4M 32k 105.25
2023-06-30 $3.7M 33k 113.30
2023-03-31 $4.0M 34k 117.18
2022-12-31 $4.1M 34k 120.60
2022-09-30 $3.6M 34k 107.23
2022-06-30 $4.1M 35k 117.67
2022-03-31 $4.6M 36k 128.12
2021-12-31 $4.4M 36k 122.60
2021-09-30 $6.5M 57k 114.72
2021-06-30 $6.3M 54k 116.61
2021-03-31 $6.1M 54k 114.09
2020-12-31 $4.9M 51k 96.19
2020-09-30 $4.2M 52k 81.53
2020-06-30 $4.1M 51k 80.72
2020-03-31 $3.3M 45k 73.54
2019-12-31 $4.8M 46k 105.67
2019-09-30 $4.8M 47k 102.08
2019-06-30 $4.7M 47k 99.56
2019-03-31 $4.6M 46k 98.17
2018-12-31 $4.0M 45k 89.31

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private 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