Keystone Wealth Partners »

iShares Dow Jones Select Dividend shares owned by Keystone Wealth Partners

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

Historical chart of Keystone Wealth Partners 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 Keystone Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones Select Dividend by Keystone Wealth Partners

Quarter filed Position value Share count Share price at filing
2022-03-31 $247k 1.9k 128.18
2021-12-31 $256k 2.1k 122.49
2021-09-30 $242k 2.1k 114.75
2021-06-30 $253k 2.2k 116.43
2021-03-31 $248k 2.2k 114.13
2020-12-31 $210k 2.2k 96.24

More positions owned by Keystone Wealth Partners

Vanguard Short-Term Treasury ETF Common Stock (VGSH)
Ishares Core S&p 500 Etf Common Stock (IVV)
Ishares S&p Midcap 400 Va Common Stock (IJJ)
Vanguard Mid-Cap VIPERs Common Stock (VO)
Vanguard Tax-managed Intl Common Stock (VEA)
iShares 0-5 Year TIPS Bond ETF Common Stock (STIP)
Schwab US TIPS ETF Common Stock (SCHP)
Vanguard Short Term Corp Common Stock (VCSH)
Ishares Tr Core S&p Small Common Stock (IJR)
Dfa Tax-managed International Lg Value Common Stock (DFIV)
Vanguard Intmdt-Term Trs ETF Common Stock (VGIT)
Vanguard Total Stock Mark Common Stock (VTI)
Vanguard Ttl Bd Mkt Common Stock (BND)
Marathon Petroleum Corp Common Stock (MPC)
Home Depot Common Stock (HD)

View all positions for Keystone Wealth Partners

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