iShares Dow Jones Select Dividend shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in iShares Dow Jones Select Dividend
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All positions including iShares Dow Jones Select Dividend held by Carl P. Sherr & Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Dow Jones Select Dividend by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488k | 3.4k | 142.10 |
| 2025-06-30 | $456k | 3.4k | 132.81 |
| 2025-03-31 | $461k | 3.4k | 134.29 |
| 2024-12-31 | $451k | 3.4k | 131.29 |
| 2024-09-30 | $464k | 3.4k | 135.07 |
| 2024-06-30 | $415k | 3.4k | 120.98 |
| 2024-03-31 | $423k | 3.4k | 123.18 |
| 2023-12-31 | $402k | 3.4k | 117.22 |
| 2023-09-30 | $369k | 3.4k | 107.64 |
| 2023-06-30 | $389k | 3.4k | 113.30 |
| 2023-03-31 | $402k | 3.4k | 117.18 |
| 2022-12-31 | $414k | 3.4k | 120.60 |
| 2022-09-30 | $368k | 3.4k | 107.23 |
| 2022-06-30 | $404k | 3.4k | 117.72 |
| 2022-03-31 | $440k | 3.4k | 128.21 |
| 2021-12-31 | $421k | 3.4k | 122.67 |
| 2021-09-30 | $394k | 3.4k | 114.80 |
| 2021-06-30 | $400k | 3.4k | 116.55 |
| 2021-03-31 | $392k | 3.4k | 114.22 |
| 2020-12-31 | $330k | 3.4k | 96.15 |
| 2020-09-30 | $280k | 3.4k | 81.59 |
| 2020-06-30 | $293k | 3.6k | 80.72 |
| 2020-03-31 | $267k | 3.6k | 73.55 |
| 2019-12-31 | $384k | 3.6k | 105.79 |
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