iShares Dow Jones Select Dividend shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.8M | 12k | 151.41 |
| 2025-12-31 | $1.7M | 12k | 141.14 |
| 2025-09-30 | $1.7M | 12k | 142.10 |
| 2021-12-31 | $1.5M | 12k | 122.59 |
| 2021-09-30 | $1.3M | 11k | 114.72 |
| 2021-06-30 | $1.3M | 11k | 116.62 |
| 2021-03-31 | $1.3M | 11k | 114.10 |
| 2020-12-31 | $1.0M | 11k | 96.18 |
| 2020-09-30 | $888k | 11k | 81.54 |
| 2020-06-30 | $959k | 12k | 80.72 |
| 2020-03-31 | $887k | 12k | 73.54 |
| 2019-12-31 | $1.2M | 12k | 105.66 |
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