iShares Dow Jones Select Dividend shares owned by Carson Advisory
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 2.0k | 142.10 |
| 2025-06-30 | $267k | 2.0k | 132.81 |
| 2025-03-31 | $290k | 2.2k | 134.29 |
| 2024-12-31 | $223k | 1.7k | 131.29 |
| 2024-09-30 | $234k | 1.7k | 135.07 |
| 2024-06-30 | $203k | 1.7k | 120.98 |
| 2024-03-31 | $207k | 1.7k | 123.18 |
| 2023-09-30 | $215k | 2.0k | 107.64 |
| 2023-06-30 | $227k | 2.0k | 113.30 |
| 2023-03-31 | $237k | 2.0k | 117.18 |
| 2022-12-31 | $247k | 2.0k | 120.60 |
| 2022-09-30 | $219k | 2.0k | 107.04 |
| 2022-06-30 | $241k | 2.0k | 117.79 |
| 2022-03-31 | $221k | 1.7k | 128.19 |
| 2021-12-31 | $211k | 1.7k | 122.39 |
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