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iShares Dow Jones Select Dividend shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $52k 340 151.41

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Envestnet Asset Management
Raymond James Financial
UBS Group
Us Bancorp
Branch Banking & Trust Company
Howard Capital Management
Citadel Advisors

View all funds holding iShares Dow Jones Select Dividend