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iShares Dow Jones Select Dividend shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 97k 120.98
2024-03-31 $12M 94k 123.18
2023-12-31 $11M 90k 117.22
2023-09-30 $9.5M 88k 107.64
2023-06-30 $9.8M 86k 113.30
2023-03-31 $10M 86k 117.18
2022-12-31 $10M 85k 120.60
2022-09-30 $8.8M 82k 107.22
2022-06-30 $9.5M 81k 117.67
2022-03-31 $10M 78k 128.13
2021-12-31 $8.5M 69k 122.59
2021-09-30 $7.7M 67k 114.73
2021-06-30 $7.6M 66k 116.62
2021-03-31 $7.1M 62k 114.10
2020-12-31 $5.9M 61k 96.18
2020-09-30 $4.9M 61k 81.54
2020-06-30 $4.4M 55k 80.26
2020-03-31 $3.9M 53k 73.54
2019-12-31 $5.0M 47k 105.66
2019-09-30 $4.7M 46k 101.96
2019-06-30 $4.4M 44k 99.56
2019-03-31 $4.2M 43k 98.18
2018-12-31 $3.8M 43k 89.32