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iShares Dow Jones Select Dividend shares owned by Newport Wealth Strategies

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

Historical chart of Newport Wealth Strategies 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 Newport Wealth Strategies 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 Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $251k 2.2k 114.72
2021-06-30 $255k 2.2k 116.60
2021-03-31 $244k 2.1k 114.18
2020-03-31 $236k 2.9k 80.68
2019-12-31 $445k 4.3k 104.56
2019-09-30 $434k 4.3k 102.02
2019-06-30 $426k 4.3k 100.14
2019-03-31 $462k 4.7k 99.25
2018-12-31 $381k 4.2k 91.76
2018-09-30 $398k 4.2k 95.86
2018-06-30 $406k 4.2k 97.78
2018-03-31 $513k 5.4k 95.11
2017-12-31 $571k 5.7k 100.63