iShares Dow Jones Select Dividend shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors 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 Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones Select Dividend by Morris Retirement Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $306k | 2.5k | 123.18 |
2023-12-31 | $291k | 2.5k | 117.22 |
2023-09-30 | $267k | 2.5k | 107.64 |
2023-06-30 | $281k | 2.5k | 113.30 |
2023-03-31 | $320k | 2.7k | 117.18 |
2022-12-31 | $396k | 3.3k | 120.60 |
2022-09-30 | $311k | 2.9k | 108.32 |
2022-06-30 | $338k | 2.9k | 117.73 |
2022-03-31 | $368k | 2.9k | 128.18 |
2021-12-31 | $352k | 2.9k | 122.61 |
2021-09-30 | $329k | 2.9k | 114.59 |
2021-06-30 | $335k | 2.9k | 116.68 |
2021-03-31 | $328k | 2.9k | 114.25 |
2020-12-31 | $276k | 2.9k | 96.13 |
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