iShares Dow Jones Select Dividend shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $214k | 1.6k | 135.03 |
| 2024-06-30 | $224k | 1.9k | 120.97 |
| 2024-03-31 | $5.1M | 41k | 123.18 |
| 2023-12-31 | $3.9M | 34k | 117.22 |
| 2023-09-30 | $2.5M | 24k | 107.67 |
| 2022-06-30 | $228k | 1.9k | 117.83 |
| 2021-06-30 | $867k | 7.4k | 116.72 |
| 2021-03-31 | $243k | 2.1k | 114.19 |
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