iShares Dow Jones Select Dividend shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 11k | 123.18 |
| 2023-12-31 | $1.2M | 11k | 117.22 |
| 2023-09-30 | $1.2M | 12k | 107.64 |
| 2023-06-30 | $1.4M | 12k | 113.30 |
| 2023-03-31 | $1.4M | 12k | 117.18 |
| 2022-12-31 | $1.4M | 12k | 120.60 |
| 2022-09-30 | $1.4M | 13k | 107.24 |
| 2022-06-30 | $1.5M | 13k | 117.64 |
| 2022-03-31 | $1.7M | 13k | 128.10 |
| 2021-12-31 | $1.6M | 13k | 122.55 |
| 2021-09-30 | $1.5M | 13k | 114.72 |
| 2021-06-30 | $1.6M | 13k | 116.65 |
| 2021-03-31 | $1.5M | 420 | 3611.90 |
| 2020-12-31 | $1.3M | 14k | 96.19 |
| 2020-09-30 | $1.1M | 14k | 81.53 |
| 2020-06-30 | $1.1M | 14k | 80.69 |
| 2020-03-31 | $1.0M | 14k | 73.51 |
| 2019-12-31 | $1.5M | 14k | 105.64 |
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