iShares Dow Jones Select Dividend shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $6.0M | 39k | 152.07 |
| 2026-06-30 | $5.1M | 33k | 156.20 |
| 2026-03-31 | $5.4M | 36k | 151.41 |
| 2025-12-31 | $4.8M | 34k | 141.14 |
| 2025-09-30 | $1.1M | 7.4k | 142.10 |
| 2025-06-30 | $979k | 7.4k | 132.80 |
| 2025-03-31 | $1.1M | 8.2k | 134.28 |
| 2024-12-31 | $797k | 6.1k | 131.29 |
| 2024-09-30 | $701k | 5.2k | 135.08 |
| 2024-06-30 | $599k | 5.0k | 120.98 |
| 2024-03-31 | $515k | 4.2k | 123.17 |
| 2023-12-31 | $444k | 3.8k | 117.20 |
More positions owned by Concurrent Investment Advisors
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