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iShares Dow Jones Select Dividend shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 14k 107.64
2023-06-30 $1.6M 14k 113.30
2023-03-31 $1.7M 14k 117.18
2022-12-31 $1.8M 15k 120.60
2022-09-30 $1.8M 16k 107.21
2022-06-30 $1.6M 14k 117.70
2022-03-31 $1.8M 14k 128.11
2021-12-31 $1.7M 14k 122.62
2021-09-30 $1.6M 14k 114.70
2021-06-30 $1.5M 13k 116.60
2020-12-31 $1.2M 13k 96.18
2020-06-30 $890k 11k 80.73
2019-12-31 $912k 8.6k 105.63
2019-09-30 $818k 8.0k 101.96
2019-06-30 $785k 7.9k 99.53
2019-03-31 $867k 8.8k 98.22
2018-12-31 $886k 9.9k 89.31
2018-09-30 $876k 8.8k 99.78
2018-06-30 $987k 10k 97.73
2018-03-31 $1.2M 13k 95.09
2017-12-31 $1.3M 14k 98.54
2017-09-30 $1.5M 17k 93.67
2017-06-30 $1.7M 18k 92.19
2017-03-31 $1.7M 19k 91.09
2016-12-31 $845k 9.5k 88.58
2016-09-30 $769k 9.0k 85.73
2016-06-30 $683k 8.0k 85.34
2016-03-31 $639k 7.8k 81.67
2015-12-31 $653k 8.7k 75.07
2015-09-30 $632k 8.7k 72.70
2015-06-30 $676k 9.0k 75.13
2015-03-31 $734k 9.4k 77.90
2014-12-31 $850k 11k 79.45
2014-09-30 $1.1M 15k 73.89
2014-06-30 $1.1M 15k 76.98
2014-03-31 $1.1M 15k 73.34
2013-12-31 $1.2M 16k 71.32
2013-09-30 $1.2M 18k 66.36
2013-06-30 $938k 15k 64.54

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

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
LPL Financial
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services

View all funds holding iShares Dow Jones Select Dividend