Occidental Asset Management »

iShares Dow Jones Select Dividend shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset 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 Occidental Asset 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 9.4k 123.18
2023-12-31 $1.1M 9.4k 117.22
2023-09-30 $1.0M 9.4k 107.64
2023-06-30 $1.1M 9.4k 113.30
2023-03-31 $1.1M 9.4k 117.18
2022-12-31 $1.1M 9.4k 120.60
2022-09-30 $1.0M 9.4k 107.18
2022-06-30 $1.1M 9.4k 117.72
2022-03-31 $1.2M 9.4k 128.15
2021-12-31 $1.2M 9.4k 122.62
2021-09-30 $1.1M 9.4k 114.74
2021-06-30 $1.1M 9.4k 116.66
2021-03-31 $1.1M 9.4k 114.10
2020-12-31 $904k 9.4k 96.22
2020-09-30 $766k 9.4k 81.53
2020-06-30 $758k 9.4k 80.68
2020-03-31 $717k 9.8k 73.50
2019-12-31 $955k 9.0k 105.70
2019-09-30 $921k 9.0k 101.94
2019-06-30 $905k 9.1k 99.61
2019-03-31 $892k 9.1k 98.18
2018-12-31 $811k 9.1k 89.27
2018-09-30 $906k 9.1k 99.72
2018-06-30 $888k 9.1k 97.74
2018-03-31 $1.6M 16k 98.54
2017-12-31 $1.6M 16k 98.54
2017-09-30 $1.5M 16k 93.68
2017-06-30 $1.5M 17k 92.19
2017-03-31 $1.5M 16k 91.10
2016-12-31 $1.6M 18k 88.57
2016-09-30 $4.1M 48k 85.69
2016-06-30 $4.1M 49k 85.29
2016-03-31 $1.7M 21k 81.65
2014-12-31 $893k 11k 79.38
2014-03-31 $1.6M 21k 73.32

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset 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