iShares Dow Jones Select Dividend shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $56k | 454 | 123.05 |
| 2023-12-31 | $55k | 470 | 117.10 |
| 2023-09-30 | $51k | 471 | 107.53 |
| 2023-06-30 | $54k | 473 | 113.18 |
| 2023-03-31 | $56k | 479 | 117.06 |
| 2022-12-31 | $59k | 488 | 120.48 |
| 2022-09-30 | $52k | 488 | 106.56 |
| 2022-06-30 | $57k | 489 | 116.56 |
| 2022-03-31 | $57k | 443 | 128.67 |
| 2021-12-31 | $54k | 443 | 121.90 |
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