iShares Dow Jones Select Dividend shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 10k | 123.18 |
| 2023-12-31 | $1.6M | 14k | 117.22 |
| 2023-09-30 | $1.5M | 14k | 107.64 |
| 2023-06-30 | $1.6M | 14k | 113.30 |
| 2023-03-31 | $1.5M | 13k | 117.18 |
| 2022-12-31 | $1.5M | 13k | 120.60 |
| 2022-09-30 | $1.6M | 15k | 107.19 |
| 2022-06-30 | $1.7M | 15k | 117.75 |
| 2022-03-31 | $2.0M | 16k | 128.11 |
| 2021-12-31 | $2.0M | 16k | 122.58 |
| 2021-09-30 | $1.9M | 16k | 114.74 |
| 2021-06-30 | $1.9M | 16k | 116.60 |
| 2021-03-31 | $1.9M | 16k | 114.07 |
| 2020-12-31 | $1.5M | 15k | 96.14 |
| 2020-09-30 | $1.3M | 16k | 81.56 |
| 2020-06-30 | $1.3M | 16k | 80.74 |
| 2020-03-31 | $1.3M | 18k | 73.56 |
| 2019-12-31 | $2.0M | 19k | 105.70 |
| 2019-09-30 | $1.7M | 17k | 101.96 |
| 2019-06-30 | $1.6M | 16k | 99.56 |
| 2019-03-31 | $1.8M | 18k | 98.21 |
| 2018-12-31 | $1.7M | 19k | 89.28 |
| 2018-09-30 | $2.2M | 22k | 99.75 |
| 2018-06-30 | $2.1M | 22k | 97.72 |
| 2018-03-31 | $2.0M | 22k | 95.12 |
| 2017-12-31 | $2.3M | 24k | 98.55 |
| 2017-09-30 | $2.2M | 24k | 93.64 |
| 2017-06-30 | $1.9M | 20k | 92.21 |
| 2017-03-31 | $1.8M | 20k | 91.08 |
| 2016-12-31 | $1.6M | 18k | 88.51 |
| 2016-09-30 | $1.6M | 19k | 85.68 |
| 2016-06-30 | $4.9M | 57k | 85.29 |
| 2016-03-31 | $4.5M | 55k | 81.67 |
| 2015-12-31 | $4.1M | 55k | 75.15 |
| 2015-09-30 | $3.8M | 53k | 72.76 |
| 2015-06-30 | $4.2M | 56k | 75.15 |
| 2015-03-31 | $4.3M | 55k | 77.92 |
| 2014-12-31 | $4.7M | 59k | 79.40 |
| 2014-09-30 | $4.0M | 54k | 73.86 |
| 2014-06-30 | $4.1M | 54k | 76.98 |
| 2014-03-31 | $3.8M | 53k | 73.32 |
| 2013-12-31 | $3.8M | 53k | 71.36 |
| 2013-09-30 | $3.4M | 52k | 66.25 |
| 2013-06-30 | $3.3M | 52k | 63.75 |
| 2013-03-31 | $3.2M | 50k | 63.75 |
| 2012-12-31 | $2.9M | 51k | 57.25 |
| 2012-09-30 | $2.9M | 51k | 57.67 |
| 2012-06-30 | $2.4M | 43k | 56.18 |
| 2012-03-31 | $2.4M | 43k | 55.98 |
| 2011-12-31 | $2.3M | 42k | 53.78 |
| 2011-09-30 | $2.0M | 42k | 48.25 |
| 2011-06-30 | $2.2M | 42k | 52.91 |
| 2011-03-31 | $2.2M | 42k | 52.13 |
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