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iShares Dow Jones Select Dividend shares owned by Milestone Group

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

Historical chart of Milestone Group 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 Milestone Group 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 Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 12k 120.98
2024-03-31 $1.5M 12k 123.18
2023-12-31 $1.5M 13k 117.22
2023-09-30 $1.4M 13k 109.09
2023-06-30 $1.6M 14k 113.30
2023-03-31 $1.7M 14k 117.18
2022-12-31 $1.8M 15k 120.60
2022-09-30 $297k 2.9k 101.92
2022-06-30 $1.5M 13k 117.67
2022-03-31 $1.4M 11k 128.11
2021-12-31 $1.1M 9.1k 122.61
2021-09-30 $297k 2.9k 101.92
2021-06-30 $1.2M 11k 116.59
2021-03-31 $1.2M 11k 114.14
2020-12-31 $1.1M 12k 96.17
2020-09-30 $1.0M 13k 81.57
2020-06-30 $1.2M 15k 80.73
2020-03-31 $989k 13k 73.58
2019-12-31 $345k 3.3k 105.60
2019-09-30 $297k 2.9k 101.92
2019-06-30 $290k 2.9k 99.52
2019-03-31 $286k 2.9k 98.15
2018-12-31 $260k 2.9k 89.22
2018-09-30 $291k 2.9k 99.86
2018-06-30 $317k 3.2k 97.60
2018-03-31 $309k 3.2k 95.14
2017-12-31 $320k 3.2k 98.52
2017-09-30 $304k 3.2k 93.60
2017-06-30 $299k 3.2k 92.06
2017-03-31 $296k 3.2k 91.13
2016-12-31 $288k 3.2k 88.67
2016-09-30 $278k 3.2k 85.59
2016-06-30 $277k 3.2k 85.28

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
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
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend