iShares Dow Jones Select Dividend shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $276k | 2.1k | 131.26 |
| 2024-09-30 | $519k | 1.9k | 271.20 |
| 2024-06-30 | $234k | 1.9k | 120.95 |
| 2024-03-31 | $239k | 1.9k | 123.17 |
| 2023-12-31 | $227k | 1.9k | 117.20 |
| 2023-06-30 | $206k | 1.8k | 113.32 |
| 2023-03-31 | $216k | 1.8k | 117.17 |
| 2022-12-31 | $706k | 5.9k | 120.61 |
| 2022-09-30 | $667k | 6.2k | 107.20 |
| 2022-06-30 | $685k | 5.8k | 117.58 |
| 2022-03-31 | $763k | 6.0k | 128.13 |
| 2021-12-31 | $920k | 7.5k | 122.52 |
| 2021-09-30 | $880k | 7.7k | 114.63 |
| 2021-06-30 | $913k | 7.8k | 117.28 |
| 2021-03-31 | $1.0M | 9.2k | 114.10 |
| 2020-12-31 | $1.2M | 12k | 96.16 |
| 2020-09-30 | $751k | 9.2k | 81.57 |
| 2020-06-30 | $809k | 10k | 80.73 |
| 2020-03-31 | $458k | 6.2k | 73.57 |
| 2019-12-31 | $650k | 6.2k | 105.67 |
| 2019-09-30 | $628k | 6.2k | 101.95 |
| 2019-06-30 | $403k | 4.0k | 99.56 |
| 2019-03-31 | $380k | 3.9k | 98.19 |
| 2018-12-31 | $277k | 3.1k | 89.24 |
| 2018-09-30 | $303k | 3.0k | 99.64 |
| 2018-06-30 | $257k | 2.6k | 100.00 |
| 2018-03-31 | $457k | 4.8k | 95.21 |
| 2017-12-31 | $362k | 3.6k | 100.84 |
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