iShares Dow Jones Select Dividend shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Dow Jones Select Dividend
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All positions including iShares Dow Jones Select Dividend held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Dow Jones Select Dividend by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46k | 323 | 142.10 |
| 2025-06-30 | $43k | 323 | 132.81 |
| 2025-03-31 | $43k | 323 | 134.29 |
| 2024-12-31 | $570k | 4.3k | 131.29 |
| 2024-09-30 | $586k | 4.3k | 135.07 |
| 2024-03-31 | $534k | 4.3k | 123.18 |
| 2023-12-31 | $509k | 4.3k | 117.22 |
| 2023-09-30 | $467k | 4.3k | 107.64 |
| 2023-06-30 | $492k | 4.3k | 113.30 |
| 2023-03-31 | $508k | 4.3k | 117.18 |
| 2022-12-31 | $523k | 4.3k | 120.60 |
| 2022-09-30 | $465k | 4.3k | 107.19 |
| 2022-06-30 | $510k | 4.3k | 117.57 |
| 2022-03-31 | $41k | 323 | 126.94 |
| 2021-12-31 | $40k | 323 | 123.84 |
| 2021-09-30 | $37k | 323 | 114.55 |
| 2021-06-30 | $38k | 323 | 117.65 |
| 2021-03-31 | $49k | 429 | 114.22 |
| 2020-12-31 | $41k | 429 | 95.57 |
| 2020-09-30 | $35k | 429 | 81.59 |
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