iShares Dow Jones Select Dividend shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.0M | 31k | 131.29 |
| 2024-06-30 | $3.8M | 32k | 120.31 |
| 2024-03-31 | $3.9M | 32k | 123.18 |
| 2023-12-31 | $3.7M | 32k | 117.22 |
| 2023-09-30 | $3.4M | 32k | 105.25 |
| 2023-06-30 | $3.7M | 33k | 113.30 |
| 2023-03-31 | $4.0M | 34k | 117.18 |
| 2022-12-31 | $4.1M | 34k | 120.60 |
| 2022-09-30 | $3.6M | 34k | 107.23 |
| 2022-06-30 | $4.1M | 35k | 117.67 |
| 2022-03-31 | $4.6M | 36k | 128.12 |
| 2021-12-31 | $4.4M | 36k | 122.60 |
| 2021-09-30 | $6.5M | 57k | 114.72 |
| 2021-06-30 | $6.3M | 54k | 116.61 |
| 2021-03-31 | $6.1M | 54k | 114.09 |
| 2020-12-31 | $4.9M | 51k | 96.19 |
| 2020-09-30 | $4.2M | 52k | 81.53 |
| 2020-06-30 | $4.1M | 51k | 80.72 |
| 2020-03-31 | $3.3M | 45k | 73.54 |
| 2019-12-31 | $4.8M | 46k | 105.67 |
| 2019-09-30 | $4.8M | 47k | 102.08 |
| 2019-06-30 | $4.7M | 47k | 99.56 |
| 2019-03-31 | $4.6M | 46k | 98.17 |
| 2018-12-31 | $4.0M | 45k | 89.31 |
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