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iShares Dow Jones Select Dividend shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN 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 Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2024-09-30 $798k 5.9k 135.06
2024-06-30 $740k 6.1k 120.97
2024-03-31 $800k 6.5k 123.19
2023-12-31 $742k 6.3k 117.22
2023-09-30 $681k 6.3k 107.64
2023-06-30 $741k 6.5k 113.30
2023-03-31 $0 6.7k 0.00
2022-12-31 $838k 6.7k 125.16
2022-03-31 $810k 6.7k 120.00
2021-12-31 $829k 6.7k 124.01
2021-09-30 $856k 7.1k 120.00
2021-06-30 $892k 7.4k 120.00
2021-03-31 $912k 7.6k 120.00
2020-12-31 $978k 8.1k 120.00
2020-09-30 $679k 8.5k 80.00
2020-06-30 $706k 8.8k 80.00
2020-03-31 $742k 9.3k 80.00
2019-12-31 $1.0M 9.5k 106.67
2019-09-30 $1.0M 9.7k 104.44
2019-06-30 $792k 9.9k 80.00
2019-03-31 $999k 10k 98.36
2018-12-31 $954k 10k 95.77
2018-09-30 $1.0M 11k 95.47
2018-06-30 $1.1M 11k 97.76
2018-03-31 $1.1M 11k 95.08
2017-12-31 $1.1M 11k 98.60
2017-09-30 $833k 8.9k 93.68
2017-06-30 $837k 9.1k 92.26
2017-03-31 $216k 2.4k 90.67
2016-09-30 $1.5M 18k 84.13
2016-06-30 $31k 362k 0.09
2015-12-31 $22M 597k 37.06
2015-06-30 $16M 211k 75.13
2015-03-31 $14M 173k 80.00

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds Total Stk Mkt (VTI)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Intl Div Grwth (IGRO)

View all positions for Feltz Wealth PLAN

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