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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Home Depot Stock (HD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fiserv Stock (FI)
Costco Whsl Corp Stock (COST)
Blackstone Stock (BX)
Adobe Stock (ADBE)
Accenture Plc Ireland Shs Class A Stock (ACN)
Danaher Corporation Stock (DHR)
Tjx Cos Stock (TJX)

View all positions for Crestwood Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend