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iShares Dow Jones Select Dividend shares owned by LMG Wealth Partners

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

Historical chart of LMG 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 38k 135.07
2024-06-30 $4.6M 38k 120.98
2024-03-31 $4.7M 38k 123.18
2023-12-31 $4.5M 38k 117.22
2023-09-30 $4.1M 38k 107.64
2023-06-30 $4.3M 38k 113.30
2023-03-31 $4.4M 37k 117.18
2022-12-31 $4.6M 37k 124.27

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Cardinal Health (CAH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Prudential Financial (PRU)
Proshares Tr S&p Mdcp 400 Div (REGL)
Raytheon Technologies Corp (RTX)

View all positions for LMG 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