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iShares Dow Jones Select Dividend shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 21k 123.18
2023-12-31 $2.4M 21k 117.22
2023-09-30 $2.2M 20k 107.64
2023-06-30 $2.3M 21k 113.30
2023-03-31 $2.4M 20k 117.18

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend