iShares Dow Jones Select Dividend shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in iShares Dow Jones Select Dividend
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All positions including iShares Dow Jones Select Dividend held by Sterling 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 Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.0M | 67k | 135.07 |
| 2024-06-30 | $8.2M | 68k | 120.98 |
| 2024-03-31 | $8.2M | 67k | 123.18 |
| 2023-12-31 | $7.9M | 67k | 117.22 |
| 2023-09-30 | $7.7M | 71k | 107.64 |
| 2023-06-30 | $8.1M | 71k | 113.30 |
| 2023-03-31 | $8.1M | 69k | 117.18 |
| 2022-12-31 | $8.2M | 68k | 120.60 |
| 2022-09-30 | $6.9M | 65k | 107.23 |
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