iShares Dow Jones Select Dividend shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $678k | 4.8k | 142.10 |
| 2025-06-30 | $633k | 4.8k | 132.81 |
| 2025-03-31 | $640k | 4.8k | 134.29 |
| 2024-12-31 | $626k | 4.8k | 131.29 |
| 2024-09-30 | $656k | 4.9k | 135.07 |
| 2024-06-30 | $709k | 5.9k | 120.98 |
| 2024-03-31 | $753k | 6.1k | 123.18 |
| 2023-12-31 | $387k | 3.3k | 117.22 |
| 2023-09-30 | $437k | 4.1k | 107.64 |
| 2023-03-31 | $252k | 2.1k | 117.18 |
| 2017-03-31 | $61k | 673 | 90.64 |
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