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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.5M | 10k | 142.09 |
| 2025-06-30 | $1.3M | 9.7k | 132.81 |
| 2025-03-31 | $1.3M | 9.6k | 134.29 |
| 2024-12-31 | $1.3M | 9.9k | 131.28 |
| 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 |
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