iShares Dow Jones Select Dividend shares owned by Lee Financial
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $11M | 89k | 120.98 |
| 2024-03-31 | $13M | 105k | 123.18 |
| 2023-12-31 | $13M | 114k | 117.22 |
| 2023-09-30 | $13M | 116k | 108.53 |
| 2023-06-30 | $13M | 117k | 113.30 |
| 2023-03-31 | $14M | 122k | 117.18 |
| 2022-12-31 | $14M | 116k | 120.60 |
| 2022-09-30 | $12M | 115k | 107.22 |
| 2022-06-30 | $14M | 116k | 117.67 |
| 2022-03-31 | $16M | 122k | 128.13 |
| 2021-12-31 | $15M | 123k | 122.59 |
| 2021-09-30 | $14M | 122k | 114.72 |
| 2021-06-30 | $14M | 119k | 116.62 |
| 2021-03-31 | $14M | 119k | 114.10 |
| 2020-12-31 | $11M | 110k | 96.18 |
| 2020-09-30 | $9.2M | 112k | 81.54 |
| 2020-06-30 | $8.8M | 110k | 80.72 |
| 2020-03-31 | $6.6M | 90k | 73.54 |
| 2019-12-31 | $8.5M | 81k | 105.66 |
| 2019-09-30 | $8.4M | 83k | 101.94 |
| 2019-06-30 | $8.4M | 85k | 99.55 |
| 2019-03-31 | $8.3M | 85k | 98.18 |
| 2018-12-31 | $8.2M | 92k | 89.31 |
| 2018-09-30 | $8.8M | 88k | 99.76 |
| 2018-06-30 | $8.8M | 90k | 97.74 |
| 2018-03-31 | $8.8M | 93k | 95.12 |
| 2017-12-31 | $9.2M | 93k | 98.56 |
| 2017-09-30 | $8.8M | 94k | 93.65 |
| 2017-06-30 | $7.8M | 84k | 92.21 |
| 2017-03-31 | $7.9M | 87k | 91.10 |
| 2016-12-31 | $7.7M | 86k | 88.58 |
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