iShares Dow Jones Select Dividend shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $329k | 2.1k | 156.36 |
| 2026-03-31 | $399k | 2.6k | 151.41 |
| 2025-12-31 | $369k | 2.6k | 141.18 |
| 2025-09-30 | $430k | 3.0k | 142.12 |
| 2025-06-30 | $398k | 3.0k | 132.85 |
| 2025-03-31 | $399k | 3.0k | 134.32 |
| 2024-12-31 | $387k | 2.9k | 131.32 |
| 2024-09-30 | $394k | 2.9k | 135.08 |
| 2024-06-30 | $349k | 2.9k | 121.02 |
| 2024-03-31 | $352k | 2.9k | 123.21 |
| 2023-12-31 | $333k | 2.8k | 117.23 |
| 2023-09-30 | $298k | 2.8k | 107.67 |
| 2023-06-30 | $0 | 0 | 0.00 |
| 2023-03-31 | $322k | 2.8k | 117.22 |
| 2022-12-31 | $329k | 2.7k | 120.64 |
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