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iShares Dow Jones Select Dividend shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy 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 Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1k 15 141.13
2025-09-30 $2.1k 15 142.13
2025-06-30 $2.0k 15 132.80
2025-03-31 $2.0k 15 134.27

More positions owned by Tanglewood Legacy Advisors

Ishares S&p MF Closed and MF Open (IUSG)
Ishares Core MF Closed and MF Open (IUSV)
Invesco S&p MF Closed and MF Open (RWL)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (GJAN)

View all positions for Tanglewood Legacy Advisors

Top funds holding iShares Dow Jones Select Dividend

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
Raymond James Financial
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Goldman Sachs Group
Northside Capital Management

View all funds holding iShares Dow Jones Select Dividend