Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Fiduciary Planning »

iShares Dow Jones Select Dividend shares owned by Fiduciary Planning

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

Historical chart of Fiduciary Planning 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 Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Dow Jones Select Dividend by Fiduciary Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$208k	1.3k	156.32
2023-06-30	$251k	2.2k	113.28
2023-03-31	$260k	2.2k	117.17
2022-12-31	$267k	2.2k	120.43
2022-09-30	$238k	2.2k	107.40
2022-06-30	$321k	2.7k	117.54
2022-03-31	$350k	2.7k	128.21
2021-12-31	$435k	3.6k	122.54
2021-09-30	$407k	3.6k	114.65
2021-03-31	$11k	98	112.24
2020-12-31	$9.0k	97	92.78
2020-09-30	$8.0k	96	83.33

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)

Vaneck Etf Trust Semiconductr Etf (SMH)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Invesco Actively Managed Exc Var Rate Invt (VRIG)

Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)

Select Sector Spdr Tr St Str Techn Etf (XLK)

Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)

Fidelity Covington Trust Fun Lar Cor Etf (FFLC)

Ishares Tr S&p 100 Etf (OEF)

First Tr Exchange Traded Rba Indl Etf (AIRR)

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr U.s. Insrnce Etf (IAK)

Dbx Etf Tr Xtrack Msci Eafe (DBEF)

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation

Morgan Stanley

Wells Fargo & Company

Pnc Financial Services

Bank of New York Mellon

Envestnet Asset Management

Raymond James Financial

UBS Group

Us Bancorp

Branch Banking & Trust Company

Howard Capital Management

View all funds holding iShares Dow Jones Select Dividend

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z