iShares Dow Jones Select Dividend shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 25k | 117.22 |
| 2023-09-30 | $2.7M | 25k | 109.11 |
| 2023-06-30 | $674k | 5.9k | 113.31 |
| 2023-03-31 | $674k | 5.8k | 117.17 |
| 2022-12-31 | $719k | 6.0k | 120.61 |
| 2022-09-30 | $794k | 7.4k | 107.17 |
| 2022-06-30 | $440k | 3.7k | 117.49 |
| 2022-03-31 | $471k | 3.7k | 128.16 |
| 2021-12-31 | $293k | 2.4k | 122.39 |
| 2020-03-31 | $219k | 3.0k | 73.61 |
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