iShares Dow Jones Select Dividend shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $736k | 5.4k | 135.07 |
| 2024-06-30 | $659k | 5.4k | 120.98 |
| 2024-03-31 | $545k | 4.4k | 123.18 |
| 2023-12-31 | $519k | 4.4k | 117.22 |
| 2023-09-30 | $476k | 4.4k | 107.64 |
| 2023-06-30 | $502k | 4.4k | 113.30 |
| 2023-03-31 | $519k | 4.4k | 117.18 |
| 2022-12-31 | $932k | 7.7k | 120.60 |
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