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iShares Dow Jones Select Dividend shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 7.8k 135.08
2024-06-30 $936k 7.7k 120.97
2024-03-31 $993k 8.1k 123.19
2023-12-31 $1.0M 8.6k 117.22
2023-09-30 $1.1M 10k 107.64
2023-06-30 $1.4M 12k 113.30
2023-03-31 $1.5M 13k 117.18
2022-12-31 $1.5M 12k 120.60
2022-09-30 $1.2M 11k 107.22
2022-06-30 $1.4M 12k 117.63
2022-03-31 $1.7M 13k 128.12
2021-12-31 $1.5M 12k 122.60
2021-06-30 $1.4M 12k 116.62
2021-03-31 $1.3M 11k 114.07
2020-12-31 $721k 7.5k 96.22
2020-09-30 $627k 7.7k 81.57