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iShares Dow Jones Select Dividend shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $646k 4.5k 142.10
2025-06-30 $604k 4.5k 132.81
2025-03-31 $610k 4.5k 134.29
2024-12-31 $597k 4.5k 131.29
2024-09-30 $614k 4.5k 135.07
2024-06-30 $550k 4.5k 120.98