iShares Dow Jones Select Dividend shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $413k | 3.4k | 123.17 |
| 2023-12-31 | $392k | 3.3k | 117.24 |
| 2023-09-30 | $356k | 3.3k | 107.65 |
| 2023-06-30 | $378k | 3.3k | 113.28 |
| 2023-03-31 | $419k | 3.6k | 117.19 |
| 2022-12-31 | $437k | 3.6k | 120.59 |
| 2022-09-30 | $425k | 3.6k | 117.66 |
| 2022-06-30 | $425k | 3.6k | 117.66 |
| 2022-03-31 | $484k | 3.8k | 128.25 |
| 2021-12-31 | $471k | 3.8k | 122.69 |
| 2021-09-30 | $1.4M | 12k | 114.70 |
| 2021-06-30 | $1.4M | 12k | 116.62 |
| 2021-03-31 | $658k | 5.8k | 114.16 |
| 2020-12-31 | $563k | 5.9k | 96.12 |
| 2020-09-30 | $539k | 6.6k | 81.54 |
| 2020-06-30 | $627k | 7.8k | 80.68 |
| 2020-03-31 | $774k | 11k | 73.57 |
| 2019-12-31 | $16M | 152k | 105.66 |
| 2019-09-30 | $15M | 151k | 101.95 |
| 2019-06-30 | $14M | 139k | 99.56 |
| 2019-03-31 | $12M | 121k | 98.18 |
| 2018-12-31 | $10M | 115k | 89.31 |
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