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iShares Dow Jones Select Dividend shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $650k 4.6k 142.10
2025-06-30 $607k 4.6k 132.81
2025-03-31 $762k 5.7k 134.30
2024-12-31 $791k 6.0k 131.28
2024-09-30 $659k 4.9k 135.09
2024-06-30 $821k 6.8k 120.99
2024-03-31 $609k 4.9k 123.19
2023-12-31 $579k 4.9k 117.23
2023-09-30 $512k 4.8k 107.65
2023-06-30 $586k 5.2k 113.31
2023-03-31 $686k 5.8k 117.33

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uit (USFR)
Spdr S&p 500 Etf Uit (SPY)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP Wealth

Top funds holding iShares Dow Jones Select Dividend

Morgan Stanley
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

View all funds holding iShares Dow Jones Select Dividend