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iShares Dow Jones Select Dividend shares owned by Twele Capital Management

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

Historical chart of Twele Capital 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 Twele Capital 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 Twele Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $398k 3.2k 123.18
2023-12-31 $381k 3.3k 117.22
2023-09-30 $350k 3.3k 107.64
2023-06-30 $369k 3.3k 113.30
2023-03-31 $381k 3.3k 117.18
2022-12-31 $393k 3.3k 120.60
2022-09-30 $349k 3.3k 107.15
2022-06-30 $383k 3.3k 117.59
2022-03-31 $417k 3.3k 128.03
2021-12-31 $525k 4.3k 122.55
2021-09-30 $498k 4.3k 114.75
2021-06-30 $584k 5.0k 116.54
2021-03-31 $3.0M 26k 114.12
2020-12-31 $3.3M 35k 96.18
2020-09-30 $4.2M 51k 81.53
2020-06-30 $4.2M 52k 80.72
2020-03-31 $4.0M 54k 73.53
2019-12-31 $5.7M 54k 105.66
2019-09-30 $5.8M 57k 101.95
2019-06-30 $6.5M 66k 99.56
2019-03-31 $6.5M 67k 98.18
2018-12-31 $9.5M 107k 89.31
2018-09-30 $11M 107k 99.76
2018-06-30 $12M 124k 97.74
2018-03-31 $13M 133k 95.12
2017-12-31 $13M 134k 98.56
2017-09-30 $13M 143k 93.65
2017-06-30 $13M 143k 92.21
2017-03-31 $13M 144k 91.10
2016-12-31 $13M 144k 88.57
2016-09-30 $12M 145k 85.69
2016-06-30 $12M 145k 85.28
2016-03-31 $12M 146k 81.67
2015-12-31 $11M 146k 75.15
2015-09-30 $14M 188k 72.75
2015-06-30 $14M 180k 75.15
2015-03-31 $14M 181k 77.94
2014-12-31 $14M 180k 79.40
2014-09-30 $13M 181k 73.86
2014-06-30 $14M 181k 76.98
2014-03-31 $13M 181k 73.32
2013-12-31 $13M 181k 71.35
2013-09-30 $12M 182k 66.34
2013-06-30 $12M 182k 64.01
2013-03-31 $12M 193k 63.40
2012-12-31 $11M 194k 57.24
2012-09-30 $11M 194k 57.68
2012-06-30 $11M 194k 56.19
2012-03-31 $11M 194k 55.96
2011-09-30 $9.4M 196k 48.24
2011-06-30 $10M 196k 52.92
2011-03-31 $10M 196k 52.13

More positions owned by Twele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)

View all positions for Twele Capital Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Branch Banking & Trust Company
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend