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iShares Dow Jones Select Dividend shares owned by KWMG

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

Historical chart of KWMG 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 KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 100k 135.07
2024-06-30 $12M 99k 120.98
2024-03-31 $12M 96k 123.18
2023-12-31 $11M 93k 117.22
2023-09-30 $10M 93k 107.64
2023-06-30 $10M 89k 113.30
2023-03-31 $9.7M 83k 117.18
2022-12-31 $9.8M 81k 120.60
2022-09-30 $8.7M 81k 107.22
2022-06-30 $9.5M 81k 117.67
2022-03-31 $10M 79k 128.13
2021-12-31 $10M 81k 122.59
2021-09-30 $7.9M 69k 114.73
2021-06-30 $7.5M 66k 114.92
2021-03-31 $7.2M 64k 114.10
2020-12-31 $4.5M 47k 96.18
2020-09-30 $3.5M 43k 81.54
2020-06-30 $3.2M 39k 80.73
2020-03-31 $2.3M 32k 73.54
2019-12-31 $3.2M 30k 105.66
2019-09-30 $2.7M 27k 101.95
2019-06-30 $2.6M 26k 99.57
2019-03-31 $2.5M 25k 98.19
2018-12-31 $393k 4.4k 89.26
2018-09-30 $2.5M 25k 99.76
2018-06-30 $2.0M 21k 97.76
2018-03-31 $8.3M 88k 95.12
2017-12-31 $4.3M 44k 98.55
2017-09-30 $3.4M 36k 93.64
2017-06-30 $1.7M 19k 92.23
2017-03-31 $1.7M 19k 91.12
2016-12-31 $2.1M 23k 88.57
2016-09-30 $2.1M 24k 85.70
2016-06-30 $1.6M 19k 85.28

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

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