iShares Dow Jones Select Dividend shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $832k | 5.9k | 142.10 |
| 2025-06-30 | $6.0M | 46k | 132.81 |
| 2025-03-31 | $5.5M | 41k | 134.29 |
| 2024-12-31 | $4.7M | 36k | 131.29 |
| 2024-09-30 | $3.7M | 27k | 135.07 |
| 2024-06-30 | $3.1M | 26k | 120.98 |
| 2024-03-31 | $3.7M | 30k | 123.18 |
| 2023-12-31 | $3.2M | 27k | 117.22 |
| 2023-09-30 | $2.8M | 26k | 107.64 |
| 2023-06-30 | $1.7M | 15k | 113.30 |
| 2023-03-31 | $2.1M | 18k | 117.15 |
| 2022-12-31 | $2.3M | 19k | 120.60 |
| 2022-09-30 | $1.5M | 14k | 107.19 |
| 2022-06-30 | $1.4M | 12k | 117.14 |
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