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iShares Dow Jones Select Dividend shares owned by Apexium Financial

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

Historical chart of Apexium Financial 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 Apexium Financial 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 Apexium Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 16k 117.22
2023-03-31 $347k 3.0k 117.18
2019-12-31 $495k 4.7k 105.68

More positions owned by Apexium Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Apexium Financial

Top funds holding iShares Dow Jones Select Dividend

Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Branch Banking & Trust Company
Us Bancorp
Raymond James Financial
Howard Capital Management
Jane Street
Goldman Sachs Group

View all funds holding iShares Dow Jones Select Dividend