iShares Dow Jones Select Dividend shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $835k | 6.2k | 135.03 |
| 2024-06-30 | $748k | 6.2k | 120.96 |
| 2024-03-31 | $762k | 6.2k | 123.22 |
| 2023-12-31 | $725k | 6.2k | 117.24 |
| 2023-09-30 | $666k | 6.2k | 107.70 |
| 2020-09-30 | $244k | 3.0k | 81.69 |
| 2020-06-30 | $241k | 3.0k | 80.68 |
| 2020-03-31 | $224k | 3.1k | 73.44 |
| 2019-12-31 | $427k | 4.0k | 105.59 |
| 2019-09-30 | $432k | 4.2k | 101.93 |
| 2019-06-30 | $422k | 4.2k | 99.58 |
| 2018-09-30 | $247k | 2.5k | 99.92 |
| 2018-06-30 | $214k | 2.2k | 97.81 |
| 2018-03-31 | $208k | 2.2k | 94.93 |
| 2017-12-31 | $279k | 2.8k | 98.73 |
| 2017-09-30 | $265k | 2.8k | 93.77 |
| 2017-06-30 | $261k | 2.8k | 92.36 |
| 2017-03-31 | $261k | 2.9k | 91.07 |
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