Gerald Baker Financial Group »

iShares Dow Jones Select Dividend shares owned by Gerald Baker Financial Group

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Gerald Baker Financial Group from 13F filings

Historical chart of Gerald Baker Financial Group investment in iShares Dow Jones Select Dividend

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All positions including iShares Dow Jones Select Dividend held by Gerald Baker Financial Group 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 Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $843k 5.6k 151.41

More positions owned by Gerald Baker Financial Group

Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)
Glacier Ban (GBCI)
National Retail Properties (NNN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Reaves Util Income Com Sh Ben Int (UTG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Gerald Baker Financial Group

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Envestnet Asset Management
Raymond James Financial
UBS Group
Us Bancorp
Branch Banking & Trust Company
Howard Capital Management
Citadel Advisors

View all funds holding iShares Dow Jones Select Dividend