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iShares Dow Jones Select Dividend shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 26k 131.29
2024-09-30 $3.4M 25k 135.07
2024-06-30 $3.0M 25k 120.98
2024-03-31 $3.7M 30k 123.18
2023-12-31 $1.7M 15k 117.22
2023-09-30 $4.7M 44k 107.64
2023-06-30 $5.7M 51k 113.30
2023-03-31 $7.1M 60k 117.18
2022-12-31 $7.1M 59k 120.60
2022-09-30 $5.1M 48k 107.22
2022-06-30 $5.7M 49k 117.66
2022-03-31 $5.0M 39k 128.12
2021-12-31 $4.7M 38k 122.60
2021-09-30 $4.4M 38k 114.73
2021-06-30 $4.7M 40k 116.62
2021-03-31 $3.9M 34k 114.09
2020-12-31 $2.9M 30k 96.18
2020-09-30 $2.6M 33k 81.53
2020-06-30 $3.1M 38k 80.71
2020-03-31 $3.4M 46k 73.55
2019-12-31 $5.0M 47k 105.65
2019-09-30 $5.1M 50k 101.94
2019-06-30 $4.9M 49k 99.56
2019-03-31 $5.0M 51k 98.17
2018-12-31 $6.3M 71k 89.32
2018-09-30 $6.2M 63k 99.76
2018-06-30 $6.8M 69k 97.74
2018-03-31 $7.1M 74k 95.12
2017-12-31 $6.7M 68k 98.57
2017-09-30 $6.9M 74k 93.65
2017-06-30 $7.1M 77k 92.21
2017-03-31 $7.1M 78k 91.10
2016-12-31 $6.5M 73k 88.57
2016-09-30 $5.7M 67k 85.69
2016-06-30 $5.4M 63k 85.28
2016-03-31 $4.4M 54k 81.67
2015-12-31 $3.8M 50k 75.15
2015-09-30 $3.5M 49k 72.75
2015-06-30 $4.0M 53k 75.16
2015-03-31 $5.5M 71k 77.93
2014-12-31 $5.6M 70k 79.40

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sigma Planning

Top funds holding iShares Dow Jones Select Dividend

Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
LPL Financial
Twin Tree Management
Envestnet Asset Management
Branch Banking & Trust Company
Raymond James Financial
Us Bancorp

View all funds holding iShares Dow Jones Select Dividend