iShares Dow Jones Select Dividend shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 18k | 135.07 |
| 2024-06-30 | $2.1M | 17k | 120.98 |
| 2024-03-31 | $2.1M | 17k | 123.18 |
| 2023-12-31 | $2.0M | 17k | 117.22 |
| 2023-09-30 | $1.9M | 18k | 107.64 |
| 2023-06-30 | $2.0M | 18k | 113.30 |
| 2023-03-31 | $2.1M | 18k | 117.18 |
| 2022-12-31 | $2.1M | 17k | 120.60 |
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