iShares Dow Jones Select Dividend shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $40k | 416 | 96.15 |
| 2017-12-31 | $53k | 534 | 99.25 |
| 2017-09-30 | $30k | 322 | 93.17 |
| 2017-03-31 | $66k | 732 | 90.16 |
| 2016-09-30 | $57k | 674 | 84.57 |
| 2016-06-30 | $57k | 674 | 84.57 |
| 2016-03-31 | $50k | 618 | 80.91 |
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