Smith Shellnut Wilson »

iShares Dow Jones Select Dividend shares owned by Smith Shellnut Wilson

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

Historical chart of Smith Shellnut Wilson 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 Smith Shellnut Wilson 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 Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 24k 123.18
2023-12-31 $2.9M 25k 117.22
2023-09-30 $3.5M 33k 107.64
2023-06-30 $3.8M 33k 113.30
2023-03-31 $3.3M 28k 117.18
2022-12-31 $3.4M 28k 120.60
2022-09-30 $3.3M 31k 107.23
2022-06-30 $3.6M 31k 117.67
2022-03-31 $3.9M 31k 128.13
2021-12-31 $3.7M 31k 122.61
2021-09-30 $3.5M 30k 114.73
2021-06-30 $3.3M 29k 116.63
2021-03-31 $3.1M 27k 114.11
2020-12-31 $3.0M 32k 96.17
2020-09-30 $2.6k 32k 0.08
2020-06-30 $2.5M 32k 80.72
2020-03-31 $2.3M 32k 73.55
2019-12-31 $3.3M 32k 105.65
2019-09-30 $3.2M 32k 101.95
2019-06-30 $3.2M 32k 99.55
2019-03-31 $2.8M 31k 89.32
2018-12-31 $2.8M 31k 89.32
2018-09-30 $3.1M 31k 99.77
2018-03-31 $3.1M 32k 95.13
2017-12-31 $3.1M 31k 98.56
2017-09-30 $5.8M 62k 93.65
2017-06-30 $5.0M 58k 85.27
2017-03-31 $5.5M 60k 91.09
2016-12-31 $5.3M 60k 88.57

More positions owned by Smith Shellnut Wilson

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Proshares S&p500 Aristocrats S&p 500 Dv Arist (NOBL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Core Msci Eafe (IEFA)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Lowe's Companies (LOW)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Smith Shellnut Wilson

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend