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iShares Dow Jones Select Dividend shares owned by Code Waechter

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

Historical chart of Code Waechter 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 Code Waechter 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 Code Waechter

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 7.1k 141.12
2025-06-30 $936k 7.0k 132.81
2025-03-31 $947k 7.0k 134.35
2024-12-31 $926k 7.0k 131.29
2024-09-30 $952k 7.0k 135.05

More positions owned by Code Waechter

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Etf Ser Solutions Aptus Defined (DRSK)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Code Waechter

Top funds holding iShares Dow Jones Select Dividend

Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Branch Banking & Trust Company
Us Bancorp
Raymond James Financial
Howard Capital Management
Jane Street

View all funds holding iShares Dow Jones Select Dividend