Heritage Trust »

iShares Dow Jones Select Dividend shares owned by Heritage Trust

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

Historical chart of Heritage Trust 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 Heritage Trust 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 Heritage Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 1.3k 151.41

More positions owned by Heritage Trust

Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
Microsoft Corp Common Stock (MSFT)
State Street Spdr S&p 500 Etf-equity (SPY)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Jpmorgan Chase & Co Common Stock (JPM)
Invesco Etf-equity (RSP)
Walmart Common Stock (WMT)
Alphabet Common Stock (GOOGL)
Angel Oak Etf-fixed Incom (UYLD)
Amazon Common Stock (AMZN)
Qualcomm Common Stock (QCOM)
Home Depot Common Stock (HD)

View all positions for Heritage Trust

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Envestnet Asset Management
Raymond James Financial
UBS Group
Us Bancorp
Branch Banking & Trust Company
Howard Capital Management
Citadel Advisors

View all funds holding iShares Dow Jones Select Dividend