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iShares Dow Jones Select Dividend shares owned by Gray Private Wealth

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

Historical chart of Gray 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 Gray 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 Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 1.8k 135.11
2024-06-30 $214k 1.8k 121.01
2024-03-31 $218k 1.8k 123.21

More positions owned by Gray Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)

View all positions for Gray 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