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iShares Dow Jones Select Dividend shares owned by Triangle Securities Wealth Management

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

Historical chart of Triangle Securities 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 Triangle Securities 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 Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $463k 3.8k 120.98
2024-03-31 $471k 3.8k 123.18
2023-12-31 $477k 4.1k 117.22
2023-09-30 $438k 4.1k 107.64
2023-06-30 $461k 4.1k 113.30
2023-03-31 $477k 4.1k 117.18
2022-12-31 $491k 4.1k 120.60
2022-09-30 $436k 4.1k 107.15
2022-06-30 $479k 4.1k 117.72
2022-03-31 $537k 4.2k 128.04
2021-12-31 $514k 4.2k 122.56
2021-09-30 $481k 4.2k 114.69
2021-06-30 $489k 4.2k 116.60
2021-03-31 $479k 4.2k 114.21
2020-12-31 $492k 5.1k 96.21
2020-09-30 $437k 5.4k 81.47
2020-06-30 $433k 5.4k 80.72
2020-03-31 $400k 5.4k 73.61
2019-12-31 $574k 5.4k 105.63
2019-09-30 $554k 5.4k 101.95
2019-06-30 $546k 5.4k 100.48
2019-03-31 $534k 5.4k 98.27
2018-12-31 $485k 5.4k 89.25
2018-09-30 $542k 5.4k 99.74
2018-06-30 $531k 5.4k 97.72
2018-03-31 $517k 5.4k 95.14
2017-12-31 $549k 5.6k 98.58
2017-09-30 $540k 5.8k 93.60
2017-06-30 $542k 5.9k 92.18
2017-03-31 $536k 5.9k 91.16
2016-12-31 $534k 6.0k 88.56
2016-09-30 $517k 6.0k 85.74
2016-06-30 $527k 6.2k 85.28
2016-03-31 $505k 6.2k 81.72
2015-09-30 $450k 6.2k 72.82
2015-06-30 $491k 6.5k 75.19
2015-03-31 $593k 7.6k 77.98
2014-12-31 $706k 8.9k 79.37
2014-09-30 $766k 10k 73.90
2014-06-30 $1.1M 15k 76.96
2014-03-31 $1.3M 20k 63.41
2013-12-31 $1.1M 16k 71.38
2013-09-30 $1.1M 17k 66.33
2013-06-30 $1.2M 19k 64.02
2013-03-31 $1.3M 20k 63.41
2012-12-31 $1.1M 20k 57.22
2012-09-30 $1.3M 22k 57.67
2012-06-30 $1.2M 22k 56.17
2012-03-31 $1.2M 21k 55.98
2011-12-31 $1.1M 22k 52.75

More positions owned by Triangle Securities Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Kkr & Co (KKR)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities Wealth Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend