iShares Dow Jones Select Dividend shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.6M | 14k | 120.98 |
| 2024-03-31 | $1.7M | 14k | 123.18 |
| 2023-12-31 | $1.6M | 14k | 117.22 |
| 2023-09-30 | $1.5M | 14k | 107.64 |
| 2023-06-30 | $1.6M | 14k | 113.30 |
| 2023-03-31 | $1.7M | 14k | 117.18 |
| 2022-12-31 | $1.7M | 14k | 120.60 |
| 2022-09-30 | $1.5M | 14k | 107.22 |
| 2022-06-30 | $1.7M | 14k | 117.67 |
| 2022-03-31 | $1.8M | 14k | 128.13 |
| 2021-12-31 | $1.7M | 14k | 122.59 |
| 2021-09-30 | $1.6M | 14k | 114.72 |
| 2021-06-30 | $1.6M | 13k | 116.62 |
| 2021-03-31 | $1.6M | 14k | 114.10 |
| 2020-12-31 | $1.3M | 14k | 96.18 |
| 2020-09-30 | $1.1M | 14k | 81.54 |
| 2020-06-30 | $1.5M | 18k | 80.72 |
| 2020-03-31 | $1.6M | 22k | 73.54 |
| 2019-12-31 | $2.8M | 26k | 105.66 |
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