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iShares Dow Jones Select Dividend shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning 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 Wealth & Retirement Planning 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 Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 1.5k 142.10

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding iShares Dow Jones Select Dividend

Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Branch Banking & Trust Company
Us Bancorp
Raymond James Financial
Howard Capital Management
Jane Street

View all funds holding iShares Dow Jones Select Dividend