iShares Dow Jones Select Dividend shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 93k | 123.18 |
| 2023-12-31 | $11M | 93k | 117.22 |
| 2023-09-30 | $10M | 92k | 109.10 |
| 2023-06-30 | $10M | 91k | 113.30 |
| 2023-03-31 | $11M | 90k | 117.18 |
| 2022-12-31 | $11M | 89k | 120.60 |
| 2022-09-30 | $9.4M | 88k | 107.22 |
| 2022-06-30 | $11M | 89k | 117.67 |
| 2022-03-31 | $11M | 86k | 128.12 |
| 2021-12-31 | $10M | 83k | 122.59 |
| 2021-09-30 | $9.4M | 82k | 114.73 |
| 2021-06-30 | $9.3M | 80k | 116.62 |
| 2021-03-31 | $9.2M | 81k | 114.11 |
| 2020-12-31 | $7.0M | 73k | 96.18 |
| 2020-09-30 | $6.5M | 80k | 81.54 |
| 2020-06-30 | $5.6M | 69k | 80.72 |
| 2020-03-31 | $4.1M | 56k | 73.54 |
| 2019-12-31 | $4.2M | 40k | 105.66 |
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