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iShares Dow Jones Select Dividend shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $577k 4.4k 131.30
2024-09-30 $593k 4.4k 135.08
2024-06-30 $531k 4.4k 120.99
2024-03-31 $541k 4.4k 123.19
2023-09-30 $495k 4.6k 107.65
2023-06-30 $521k 4.6k 113.31
2023-03-31 $539k 4.6k 117.19
2022-12-31 $554k 4.6k 120.61
2022-09-30 $471k 4.4k 107.24
2022-06-30 $517k 4.4k 117.71
2022-03-31 $563k 4.4k 128.19
2021-12-31 $538k 4.4k 122.50
2021-09-30 $504k 4.4k 114.75
2021-06-30 $512k 4.4k 116.58
2021-03-31 $501k 4.4k 114.07
2020-12-31 $422k 4.4k 96.08
2020-09-30 $358k 4.4k 81.51
2020-06-30 $355k 4.4k 80.83
2020-03-31 $323k 4.4k 73.54
2019-12-31 $1.3M 13k 105.67
2019-09-30 $1.3M 13k 101.98
2019-06-30 $1.2M 13k 99.57
2019-03-31 $1.2M 13k 98.21
2018-12-31 $1.1M 13k 89.33
2018-09-30 $1.2M 13k 99.74
2018-06-30 $1.2M 13k 97.73
2018-03-31 $1.2M 13k 95.16
2017-12-31 $1.2M 13k 98.53
2017-09-30 $1.2M 13k 93.64
2017-06-30 $1.1M 13k 92.19
2017-03-31 $1.1M 13k 91.07
2016-12-31 $1.1M 13k 88.58
2016-09-30 $1.1M 13k 85.69
2016-06-30 $1.1M 13k 85.29
2016-03-31 $1.0M 13k 81.68
2015-12-31 $937k 13k 75.18
2015-09-30 $907k 13k 72.78
2015-06-30 $937k 13k 75.18
2015-03-31 $971k 13k 77.91
2014-12-31 $990k 13k 79.44

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Howard Capital Management
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend