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iShares Dow Jones Select Dividend shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private Wealth 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 Gentry Private Wealth 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 Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 8.5k 135.07
2024-06-30 $961k 7.9k 120.98

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Spdr Ser Tr Portfolio Intrmd (SPIB)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nyse Tech Etf (XNTK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
RBB Us Treasry 12 Mt (OBIL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Gentry Private Wealth

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