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iShares Dow Jones Select Dividend shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $704k 5.0k 141.14
2025-09-30 $696k 4.9k 142.10

More positions owned by Montis Financial

Profesionally Managed Portfo Akre Focus Etf (AKRE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Montis Financial

Top funds holding iShares Dow Jones Select Dividend

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Us Bancorp
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Northside Capital Management

View all funds holding iShares Dow Jones Select Dividend