iShares Dow Jones Select Dividend shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $491k | 4.6k | 107.64 |
| 2023-06-30 | $500k | 4.4k | 113.30 |
| 2023-03-31 | $523k | 4.5k | 117.18 |
| 2022-12-31 | $542k | 4.5k | 120.60 |
| 2022-09-30 | $520k | 4.9k | 107.22 |
| 2022-06-30 | $529k | 4.5k | 117.66 |
| 2022-03-31 | $564k | 4.4k | 128.15 |
| 2021-12-31 | $633k | 5.2k | 122.53 |
| 2021-06-30 | $1.3M | 11k | 116.63 |
| 2021-03-31 | $1.3M | 12k | 114.04 |
| 2020-12-31 | $1.2M | 13k | 96.20 |
| 2020-09-30 | $1.5M | 18k | 81.50 |
| 2020-06-30 | $1.1M | 13k | 80.73 |
| 2020-03-31 | $619k | 8.4k | 73.52 |
| 2019-12-31 | $876k | 8.3k | 105.63 |
| 2019-09-30 | $823k | 8.1k | 101.97 |
| 2019-06-30 | $804k | 8.1k | 99.62 |
| 2019-03-31 | $792k | 8.1k | 98.13 |
| 2018-12-31 | $726k | 8.1k | 89.29 |
| 2018-09-30 | $811k | 8.1k | 99.74 |
| 2018-06-30 | $841k | 8.6k | 97.77 |
| 2018-03-31 | $879k | 9.2k | 95.11 |
| 2017-12-31 | $857k | 8.7k | 98.54 |
| 2017-09-30 | $531k | 5.7k | 93.57 |
| 2017-06-30 | $515k | 5.6k | 92.29 |
| 2017-03-31 | $968k | 11k | 90.94 |
| 2016-12-31 | $1.0M | 11k | 88.60 |
| 2016-09-30 | $952k | 11k | 84.09 |
| 2016-06-30 | $1.1M | 12k | 85.27 |
| 2016-03-31 | $1.0M | 12k | 81.64 |
| 2015-12-31 | $565k | 7.8k | 72.62 |
| 2015-09-30 | $617k | 8.5k | 72.75 |
| 2015-06-30 | $812k | 11k | 75.56 |
| 2015-03-31 | $850k | 11k | 79.09 |
| 2014-12-31 | $849k | 11k | 79.00 |
| 2014-09-30 | $794k | 11k | 73.88 |
| 2014-06-30 | $817k | 11k | 76.02 |
| 2014-03-31 | $796k | 11k | 74.12 |
| 2013-12-31 | $765k | 11k | 71.24 |
| 2013-09-30 | $754k | 11k | 70.21 |
| 2013-06-30 | $727k | 11k | 67.70 |
| 2013-03-31 | $703k | 11k | 65.46 |
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