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iShares Dow Jones Select Dividend shares owned by Prepared Retirement Institute

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

Historical chart of Prepared Retirement Institute 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 Prepared Retirement Institute 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 Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-12-31 $845k 6.0k 141.13
2025-09-30 $373k 2.6k 142.11

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Faln Angls Usd (FALN)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Divid Etf (DIVB)

View all positions for Prepared Retirement Institute

Top funds holding iShares Dow Jones Select Dividend

Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Raymond James Financial
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Goldman Sachs Group
Northside Capital Management

View all funds holding iShares Dow Jones Select Dividend