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iShares Dow Jones Select Dividend shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset 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 Belpointe Asset 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 10k 120.98
2024-03-31 $1.3M 11k 123.18
2023-09-30 $1.0M 9.7k 107.65
2023-06-30 $1.1M 9.9k 113.31
2023-03-31 $2.9M 25k 117.18
2022-12-31 $4.2M 35k 120.60
2022-09-30 $3.5M 33k 107.21
2022-06-30 $3.4M 29k 117.66
2022-03-31 $2.3M 18k 128.15
2021-12-31 $1.1M 9.2k 122.63
2021-09-30 $1.1M 9.4k 114.60
2021-06-30 $1.1M 9.7k 116.66
2021-03-31 $1.0M 8.9k 114.13
2020-12-31 $822k 8.5k 96.16
2020-09-30 $477k 6.5k 73.57
2020-06-30 $509k 6.3k 80.82
2020-03-31 $477k 6.5k 73.57
2019-12-31 $829k 7.8k 105.70
2019-09-30 $631k 6.2k 101.89
2019-06-30 $749k 7.5k 99.59
2018-12-31 $219k 2.4k 89.50
2018-09-30 $555k 5.6k 99.73
2018-06-30 $326k 3.3k 97.72
2018-03-31 $285k 3.0k 95.00
2017-12-31 $458k 4.6k 98.60
2017-09-30 $213k 2.3k 93.79