iShares Dow Jones Select Dividend shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 11k | 135.07 |
| 2024-06-30 | $1.2M | 10k | 120.98 |
| 2024-03-31 | $903k | 6.2k | 144.92 |
| 2023-12-31 | $1.1M | 9.2k | 117.22 |
| 2023-09-30 | $325k | 3.0k | 109.10 |
| 2023-06-30 | $340k | 3.0k | 113.30 |
| 2023-03-31 | $353k | 3.0k | 117.18 |
| 2022-12-31 | $377k | 3.1k | 120.60 |
| 2022-09-30 | $226k | 2.1k | 107.36 |
| 2022-06-30 | $256k | 2.1k | 121.62 |
| 2022-03-31 | $295k | 2.3k | 127.98 |
| 2021-12-31 | $288k | 2.3k | 124.84 |
| 2021-09-30 | $269k | 2.3k | 114.81 |
| 2021-06-30 | $252k | 2.2k | 116.77 |
| 2021-03-31 | $285k | 2.4k | 120.87 |
| 2020-12-31 | $249k | 2.4k | 103.41 |
| 2020-09-30 | $203k | 2.5k | 81.43 |
| 2020-06-30 | $216k | 2.5k | 86.64 |
| 2020-03-31 | $205k | 2.8k | 73.69 |
| 2019-12-31 | $303k | 2.9k | 105.65 |
| 2019-09-30 | $271k | 2.7k | 101.84 |
| 2019-06-30 | $268k | 2.7k | 98.75 |
| 2019-03-31 | $272k | 2.8k | 98.23 |
| 2018-12-31 | $267k | 2.8k | 96.42 |
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