iShares Dow Jones Select Dividend shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $675k | 5.8k | 117.22 |
| 2023-09-30 | $500k | 4.6k | 107.64 |
| 2023-06-30 | $896k | 7.9k | 113.30 |
| 2023-03-31 | $586k | 5.0k | 117.18 |
| 2022-12-31 | $631k | 5.2k | 120.60 |
| 2022-09-30 | $858k | 8.0k | 107.21 |
| 2022-06-30 | $615k | 5.2k | 117.61 |
| 2022-03-31 | $716k | 5.6k | 128.06 |
| 2021-12-31 | $685k | 5.6k | 122.52 |
| 2021-09-30 | $638k | 5.6k | 114.69 |
| 2021-06-30 | $664k | 5.7k | 116.63 |
| 2021-03-31 | $650k | 5.7k | 114.18 |
| 2020-12-31 | $637k | 6.6k | 96.21 |
| 2020-09-30 | $8.3M | 102k | 81.54 |
| 2020-06-30 | $240k | 3.0k | 80.73 |
| 2020-03-31 | $219k | 3.0k | 73.66 |
| 2019-12-31 | $382k | 3.6k | 105.58 |
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