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iShares Dow Jones Select Dividend shares owned by Mosaic Family Wealth

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

Historical chart of Mosaic Family Wealth 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 Mosaic Family Wealth 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 Mosaic Family Wealth

Quarter filed Position value Share count Share price at filing
2021-12-31 $2.1M 17k 122.61
2021-09-30 $2.0M 17k 114.73
2021-06-30 $2.0M 17k 116.63
2021-03-31 $2.0M 17k 114.08
2020-12-31 $1.6M 17k 96.16
2020-09-30 $1.4M 18k 81.55
2020-06-30 $1.4M 17k 80.72
2020-03-31 $1.3M 18k 73.55
2019-12-31 $2.2M 21k 105.64
2019-09-30 $2.0M 20k 101.97
2019-06-30 $2.0M 20k 99.56
2019-03-31 $1.9M 20k 98.18
2018-12-31 $1.8M 20k 89.29
2018-09-30 $1.7M 17k 97.32
2018-06-30 $1.6M 17k 97.73
2018-03-31 $1.6M 17k 95.14
2017-12-31 $1.7M 17k 98.53
2017-09-30 $1.6M 18k 93.63
2017-06-30 $1.6M 17k 92.19
2017-03-31 $1.6M 18k 91.13
2016-12-31 $1.5M 18k 88.57
2016-09-30 $1.4M 17k 85.72
2016-06-30 $1.3M 16k 85.33
2016-03-31 $2.7M 33k 81.66
2015-12-31 $1.3M 17k 75.13

More positions owned by Mosaic Family Wealth

Vanguard Growth Index Fund Etf (VUG)
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Vanguard Value Index Fund Etf (VTV)
Vanguard Small-cap Growth Index Fund Etf (VBK)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Growth Index Fund Etf (VOT)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nike Inc Cl B Stock (NKE)
Vanguard Mid-cap Value Index Fund Etf (VOE)
Vanguard Small-cap Value Index Fund Etf (VBR)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Large-cap Index Fund Etf (VV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Mosaic Family Wealth

Top funds holding iShares Dow Jones Select Dividend

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

View all funds holding iShares Dow Jones Select Dividend