Graves-Light Private Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-06-30 $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

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth 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