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iShares Dow Jones Select Dividend shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors 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 Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 23k 134.74
2024-06-30 $2.7M 23k 120.98
2024-03-31 $2.9M 23k 123.18
2023-09-30 $2.6M 24k 107.64
2023-06-30 $2.8M 24k 117.18
2023-03-31 $2.9M 24k 119.01
2022-12-31 $3.1M 24k 126.38

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend