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iShares Dow Jones Select Dividend shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated 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 Holos Integrated 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $25k 163 152.12

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding iShares Dow Jones Select Dividend

Wells Fargo & Company
Pnc Financial Services
Northern Trust
LPL Financial
Bank of New York Mellon
Envestnet Asset Management
UBS Group
Raymond James Financial
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Goldman Sachs Group
Northside Capital Management
Jane Street
Commonwealth Equity Services

View all funds holding iShares Dow Jones Select Dividend