iShares Dow Jones Select Dividend shares owned by Avalon Trust
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27k | 200 | 135.07 |
| 2024-06-30 | $24k | 200 | 120.98 |
| 2024-03-31 | $25k | 200 | 123.18 |
| 2023-12-31 | $23k | 200 | 117.22 |
| 2023-09-30 | $38k | 350 | 107.64 |
| 2023-06-30 | $45k | 400 | 113.30 |
| 2023-03-31 | $47k | 400 | 117.18 |
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