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iShares Dow Jones Select Dividend shares owned by Fogel Capital Management

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

Historical chart of Fogel Capital Management 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 Fogel Capital Management 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 Fogel Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $388k 2.9k 135.07
2024-06-30 $347k 2.9k 120.98
2024-03-31 $348k 2.9k 121.24
2023-12-31 $299k 2.6k 114.03

More positions owned by Fogel Capital Management

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Chubb (CB)
Bank of America Corporation (BAC)
Broadcom (AVGO)
Enterprise Products Partners (EPD)
ConocoPhillips (COP)
Freeport-mcmoran CL B (FCX)
Energy Transfer Com Ut Ltd Ptn (ET)
Johnson & Johnson (JNJ)
Lockheed Martin Corporation (LMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moody's Corporation (MCO)
Apple (AAPL)

View all positions for Fogel Capital Management

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