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iShares Dow Jones Select Dividend shares owned by Capital Advantage

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

Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 7.8k 131.29
2021-03-31 $250k 2.2k 114.10
2020-12-31 $210k 2.2k 95.85
2019-12-31 $233k 2.2k 106.34

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Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

Top funds holding iShares Dow Jones Select Dividend

Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
LPL Financial
Twin Tree Management
Envestnet Asset Management
Branch Banking & Trust Company
Raymond James Financial
Us Bancorp

View all funds holding iShares Dow Jones Select Dividend