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iShares Dow Jones Select Dividend shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments 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 LifeWealth Investments 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 LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 1.5k 141.14
2025-09-30 $213k 1.5k 142.10
2025-03-31 $201k 1.5k 134.29

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding iShares Dow Jones Select Dividend

Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Raymond James Financial
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Goldman Sachs Group
Northside Capital Management

View all funds holding iShares Dow Jones Select Dividend