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iShares Dow Jones Select Dividend shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital 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 Neumann Capital 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 Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $473k 4.0k 117.22
2023-09-30 $435k 4.0k 107.64
2023-06-30 $458k 4.0k 113.30
2023-03-31 $473k 4.0k 117.18
2022-12-31 $547k 4.5k 120.63
2022-09-30 $487k 4.5k 107.32
2022-06-30 $569k 4.8k 117.61
2022-03-31 $631k 4.9k 128.17
2021-12-31 $642k 5.2k 122.57
2021-09-30 $647k 5.6k 114.76
2021-06-30 $658k 5.6k 116.71
2021-03-31 $643k 5.6k 114.05
2020-12-31 $542k 5.6k 96.13
2020-09-30 $460k 5.6k 81.59
2020-06-30 $455k 5.6k 80.70
2020-03-31 $415k 5.6k 73.61
2019-12-31 $659k 6.2k 105.64
2019-09-30 $636k 6.2k 101.96
2019-06-30 $621k 6.2k 99.55
2019-03-31 $612k 6.2k 98.11
2018-12-31 $557k 6.2k 89.29
2018-09-30 $637k 6.4k 99.84
2018-06-30 $624k 6.4k 97.81
2018-03-31 $590k 6.2k 95.16
2017-12-31 $611k 6.2k 98.55
2017-09-30 $581k 6.2k 93.71
2017-06-30 $572k 6.2k 92.26
2017-03-31 $565k 6.2k 91.13
2016-12-31 $549k 6.2k 88.55
2016-09-30 $531k 6.2k 85.65
2016-06-30 $529k 6.2k 85.32
2016-03-31 $506k 6.2k 81.61
2015-12-31 $466k 6.2k 75.16
2015-09-30 $451k 6.2k 72.74
2015-06-30 $466k 6.2k 75.16
2015-03-31 $483k 6.2k 77.90
2014-12-31 $492k 6.2k 79.35

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Divid Etf (SDY)
Oracle Corporation (ORCL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Neumann Capital Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend