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iShares Dow Jones Select Dividend shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 100 135.07
2024-06-30 $12k 100 120.98
2024-03-31 $12k 100 123.18
2023-12-31 $12k 100 117.22
2023-09-30 $11k 100 107.64
2023-06-30 $11k 100 113.30
2023-03-31 $12k 100 117.18
2022-12-31 $12k 100 120.60
2022-09-30 $11k 100 110.00
2022-06-30 $12k 100 120.00
2022-03-31 $13k 100 130.00
2021-12-31 $12k 100 120.00
2021-09-30 $11k 100 110.00
2021-06-30 $12k 100 120.00
2021-03-31 $11k 100 110.00
2020-12-31 $19k 200 95.00
2020-09-30 $16k 200 80.00
2020-06-30 $28k 350 80.00
2020-03-31 $40k 550 72.73
2019-12-31 $58k 550 105.45
2019-09-30 $56k 550 101.82
2019-06-30 $55k 550 100.00
2019-03-31 $54k 550 98.18
2018-12-31 $49k 550 89.09
2018-09-30 $55k 550 100.00
2018-06-30 $54k 550 98.18
2018-03-31 $52k 550 94.55
2017-12-31 $54k 550 98.18
2017-09-30 $52k 550 94.55
2017-06-30 $51k 550 92.73
2017-03-31 $50k 551 90.74
2016-12-31 $49k 550 89.09
2016-09-30 $47k 550 85.45
2016-06-30 $47k 550 85.45
2016-03-31 $45k 550 81.82
2015-12-31 $41k 550 74.55

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Abbott Laboratories (ABT)
Raytheon Technologies Corp (RTX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Costco Wholesale Corporation (COST)

View all positions for Mark Sheptoff Financial Planning

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
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
Us Bancorp
Branch Banking & Trust Company
UBS Group
Howard Capital Management
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend