iShares Dow Jones Select Dividend shares owned by JGP Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 85k | 141.99 |
| 2025-06-30 | $12M | 86k | 132.81 |
| 2025-03-31 | $11M | 84k | 134.29 |
| 2024-12-31 | $11M | 80k | 131.29 |
| 2024-09-30 | $11M | 78k | 135.07 |
| 2024-06-30 | $9.2M | 76k | 120.98 |
| 2024-03-31 | $9.5M | 77k | 123.18 |
| 2022-06-30 | $215k | 1.8k | 116.91 |
| 2022-03-31 | $237k | 1.8k | 128.87 |
| 2021-12-31 | $229k | 1.8k | 124.52 |
| 2021-09-30 | $211k | 1.8k | 114.74 |
| 2021-06-30 | $1.1M | 9.8k | 116.65 |
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