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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
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

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
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
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend