iShares Dow Jones Select Dividend shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $266k | 2.0k | 135.07 |
| 2024-06-30 | $203k | 1.7k | 120.98 |
| 2024-03-31 | $207k | 1.7k | 123.18 |
| 2022-12-31 | $203k | 1.7k | 120.60 |
| 2022-06-30 | $197k | 1.7k | 117.26 |
| 2022-03-31 | $215k | 1.7k | 127.98 |
| 2021-12-31 | $205k | 1.7k | 122.02 |
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