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iShares Dow Jones Select Dividend shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management 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 Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $317k 2.7k 117.22
2023-09-30 $291k 2.7k 107.64
2023-06-30 $306k 2.7k 113.30
2023-03-31 $317k 2.7k 117.18
2022-12-31 $4.2M 35k 120.60
2022-09-30 $3.8M 35k 107.21
2022-06-30 $4.1M 35k 117.68
2022-03-31 $4.5M 35k 128.13
2021-12-31 $4.3M 35k 122.59
2021-09-30 $4.2M 37k 114.73
2021-06-30 $4.3M 37k 116.61
2021-03-31 $4.4M 39k 114.11
2020-12-31 $3.8M 40k 96.17
2020-09-30 $3.5M 43k 81.55
2020-06-30 $3.6M 45k 80.73
2020-03-31 $3.6M 48k 73.54
2019-12-31 $5.7M 54k 105.66
2019-09-30 $5.6M 55k 101.94
2019-06-30 $5.5M 55k 99.56