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iShares Dow Jones Select Dividend shares owned by Consultiva Wealth Management, Corp.

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

Historical chart of Consultiva Wealth Management, Corp. investment in iShares Dow Jones Select Dividend

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All positions including iShares Dow Jones Select Dividend held by Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 127 142.10
2025-06-30 $17k 127 132.81
2025-03-31 $17k 127 134.28
2024-12-31 $17k 127 131.28

More positions owned by Consultiva Wealth Management, Corp.

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Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
New York Life Investments Et Nyli Hedge Multi (QAI)
Vanguard Index Fds Small Cp Etf (VB)
United Rentals (URI)
American Express Company (AXP)
JPMorgan Chase & Co. (JPM)
Ge Aerospace Com New (GE)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Ge Vernova (GEV)

View all positions for Consultiva Wealth Management, Corp.

Top funds holding iShares Dow Jones Select Dividend

Morgan Stanley
Wells Fargo & Company
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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