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iShares Dow Jones Select Dividend shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth 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 9258 Wealth 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 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $230k 2.0k 117.22
2023-09-30 $211k 2.0k 107.64
2023-06-30 $222k 2.0k 113.30
2023-03-31 $230k 2.0k 117.18
2022-12-31 $237k 2.0k 120.60
2022-09-30 $210k 2.0k 107.09
2022-06-30 $231k 2.0k 117.80
2022-03-31 $251k 2.0k 128.00
2021-12-31 $240k 2.0k 122.39
2021-09-30 $225k 2.0k 114.74
2021-06-30 $229k 2.0k 116.78
2021-03-31 $224k 2.0k 114.23
2019-12-31 $213k 2.0k 105.65