iShares Dow Jones Select Dividend shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 11k | 142.09 |
| 2025-06-30 | $1.5M | 11k | 132.80 |
| 2025-03-31 | $1.5M | 11k | 134.29 |
| 2024-12-31 | $1.8M | 14k | 131.30 |
| 2024-09-30 | $1.2M | 9.1k | 135.07 |
| 2024-06-30 | $1.1M | 9.0k | 120.98 |
| 2024-03-31 | $1.2M | 9.7k | 123.18 |
| 2023-12-31 | $1.2M | 9.9k | 117.22 |
| 2023-09-30 | $1.1M | 10k | 107.64 |
| 2023-06-30 | $804k | 7.1k | 113.30 |
| 2023-03-31 | $365k | 3.1k | 117.18 |
| 2022-12-31 | $390k | 3.1k | 125.04 |
| 2022-09-30 | $346k | 3.2k | 107.19 |
| 2022-06-30 | $380k | 3.2k | 117.72 |
| 2022-03-31 | $430k | 3.4k | 128.05 |
| 2021-12-31 | $412k | 3.4k | 122.69 |
| 2021-09-30 | $385k | 3.4k | 114.65 |
| 2021-06-30 | $429k | 3.7k | 116.67 |
| 2021-03-31 | $420k | 3.7k | 114.22 |
| 2020-12-31 | $354k | 3.7k | 96.27 |
| 2020-09-30 | $307k | 3.8k | 81.45 |
| 2020-06-30 | $297k | 3.7k | 80.77 |
| 2020-03-31 | $270k | 3.7k | 73.43 |
| 2019-12-31 | $617k | 5.8k | 105.70 |
| 2019-09-30 | $609k | 6.0k | 101.98 |
| 2019-06-30 | $333k | 3.3k | 99.52 |
| 2019-03-31 | $329k | 3.3k | 98.33 |
| 2018-12-31 | $309k | 3.5k | 89.36 |
| 2018-09-30 | $236k | 2.4k | 99.87 |
| 2018-06-30 | $200k | 2.1k | 97.51 |
| 2018-03-31 | $34k | 355 | 95.77 |
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