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iShares Dow Jones Select Dividend shares owned by Performa

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

Historical chart of Performa 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 Performa 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 Performa

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 17k 120.98
2024-03-31 $2.1M 17k 123.18
2023-12-31 $2.0M 17k 117.22
2023-09-30 $1.8M 17k 107.64
2023-06-30 $1.9M 17k 113.30
2023-03-31 $2.0M 17k 117.18

More positions owned by Performa

SPDR S&P 500 ETF Trust Etf (SPY)
Vanguard Index Funds - Vanguard S&P 500 ETF Etf (VOO)
Vanguard Index Funds - Vanguard Mid-Cap ETF Etf (VO)
DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF Etf (HYLB)
iShares Trust - iShares Russell 2000 Value ETF Etf (IWN)
Vanguard Index Funds - Vanguard Small-Cap Value ETF Etf (VBR)
VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF Etf (ANGL)
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF Etf (VEU)
Vanguard Index Funds - Vanguard Small-Cap Growth ETF Etf (VBK)
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF Etf (SPHQ)
iShares Trust - iShares MSCI USA Quality Factor ETF Etf (QUAL)
iShares Trust - iShares Core S&P Small-Cap ETF Etf (IJR)
iShares, Inc. - iShares MSCI Japan ETF Etf (EWJ)
iShares Trust - iShares Select Dividend ETF Etf (DVY)
SPDR Series Trust - SPDR S&P Dividend ETF Etf (SDY)

View all positions for Performa

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend