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iShares Dow Jones Select Dividend shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 9.0k 135.07
2024-06-30 $1.1M 9.0k 120.98
2024-03-31 $1.1M 9.0k 123.18
2023-12-31 $1.1M 9.0k 117.22
2023-09-30 $965k 9.0k 107.64
2023-06-30 $1.0M 9.0k 113.30
2023-03-31 $1.1M 9.0k 117.18
2022-12-31 $1.1M 9.0k 120.60
2022-09-30 $964k 9.0k 107.22
2022-06-30 $1.1M 9.0k 117.67
2022-03-31 $1.5M 11k 128.67
2021-12-31 $1.4M 11k 122.60
2021-09-30 $1.3M 11k 114.69
2021-06-30 $1.3M 11k 116.65
2021-03-31 $1.3M 11k 114.07
2020-12-31 $1.1M 11k 96.20
2020-09-30 $917k 11k 81.53
2020-06-30 $908k 11k 80.73

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

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View all funds holding iShares Dow Jones Select Dividend