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iShares Dow Jones Select Dividend shares owned by Cornerstone Advisory

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

Historical chart of Cornerstone Advisory 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 Cornerstone Advisory 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 Cornerstone Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $349k 2.5k 142.10
2025-06-30 $324k 2.4k 132.80
2025-03-31 $312k 2.4k 128.73
2024-12-31 $341k 2.5k 135.70
2024-09-30 $330k 2.4k 135.09
2024-06-30 $293k 2.4k 120.97
2024-03-31 $306k 2.5k 123.17
2023-09-30 $267k 2.5k 107.62
2023-06-30 $281k 2.5k 113.28
2023-03-31 $403k 3.4k 117.20
2022-12-31 $415k 3.4k 120.61
2022-09-30 $362k 3.4k 107.16
2022-06-30 $398k 3.4k 117.82
2022-03-31 $446k 3.5k 128.23
2021-12-31 $433k 3.5k 122.48
2021-09-30 $399k 3.5k 114.72
2021-06-30 $406k 3.5k 116.73
2021-03-31 $397k 3.5k 114.15
2020-12-31 $335k 3.5k 96.32
2020-09-30 $284k 3.5k 81.66
2020-06-30 $301k 3.7k 80.81
2020-03-31 $274k 3.7k 73.56
2019-12-31 $789k 7.5k 105.55
2019-09-30 $368k 3.6k 101.94
2019-06-30 $345k 3.5k 99.71
2019-03-31 $339k 3.5k 98.20
2018-12-31 $308k 3.4k 89.43
2018-09-30 $342k 3.4k 99.77
2018-06-30 $334k 3.4k 97.63
2018-03-31 $325k 3.4k 95.03
2017-12-31 $336k 3.4k 98.45
2017-09-30 $320k 3.4k 93.73
2017-06-30 $314k 3.4k 92.16
2017-03-31 $310k 3.4k 90.99
2016-12-31 $301k 3.4k 88.53
2016-09-30 $290k 3.4k 85.65
2016-06-30 $293k 3.4k 85.15
2016-03-31 $280k 3.4k 81.56
2015-12-31 $268k 3.6k 75.13

More positions owned by Cornerstone Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core S&p Scp Etf (IJR)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Cornerstone Advisory

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