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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
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)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cornerstone Advisory

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend