iShares Dow Jones Select Dividend shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 41k | 123.18 |
| 2023-12-31 | $4.8M | 41k | 117.22 |
| 2023-09-30 | $4.4M | 41k | 107.64 |
| 2023-06-30 | $4.8M | 42k | 113.30 |
| 2023-03-31 | $5.1M | 44k | 117.18 |
| 2022-12-31 | $5.3M | 44k | 120.60 |
| 2022-09-30 | $4.7M | 44k | 107.21 |
| 2022-06-30 | $5.1M | 44k | 117.67 |
| 2022-03-31 | $5.5M | 43k | 128.12 |
| 2021-12-31 | $5.1M | 42k | 122.60 |
| 2021-09-30 | $4.6M | 40k | 114.73 |
| 2021-06-30 | $4.5M | 39k | 116.62 |
| 2021-03-31 | $4.1M | 36k | 114.11 |
| 2020-12-31 | $3.2M | 33k | 96.17 |
| 2020-09-30 | $2.6M | 32k | 81.56 |
| 2020-06-30 | $2.4M | 30k | 80.71 |
| 2020-03-31 | $2.1M | 28k | 73.53 |
| 2019-12-31 | $2.9M | 27k | 105.68 |
| 2019-09-30 | $2.8M | 27k | 101.96 |
| 2019-06-30 | $3.4M | 34k | 99.56 |
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