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iShares Dow Jones Select Dividend shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning 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 Retirement Planning 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $924k 6.8k 135.07
2024-06-30 $964k 8.0k 120.98
2024-03-31 $4.9M 40k 123.18
2023-12-31 $4.7M 40k 117.22
2023-09-30 $4.3M 40k 107.64
2023-06-30 $4.5M 40k 113.30
2023-03-31 $4.7M 40k 117.18
2022-12-31 $4.8M 40k 120.60
2022-09-30 $4.3M 40k 107.23
2022-06-30 $4.7M 40k 117.66
2022-03-31 $5.2M 40k 128.13
2021-12-31 $5.0M 41k 122.59
2021-09-30 $4.8M 42k 114.72
2021-06-30 $4.9M 42k 116.63
2021-03-31 $4.8M 42k 114.09
2020-12-31 $4.4M 45k 96.18
2020-09-30 $3.9M 48k 81.54
2020-06-30 $4.5M 56k 80.73
2020-03-31 $4.3M 59k 73.53
2019-12-31 $6.3M 59k 105.66
2019-09-30 $6.1M 60k 101.96
2019-06-30 $6.0M 61k 99.57
2019-03-31 $6.4M 66k 98.19
2018-12-31 $7.0M 78k 89.31
2018-09-30 $7.8M 78k 99.76
2018-06-30 $7.8M 80k 97.74
2018-03-31 $7.8M 82k 95.12
2017-12-31 $8.2M 83k 98.56
2017-09-30 $7.7M 82k 93.65
2017-06-30 $7.9M 86k 92.21
2017-03-31 $7.9M 87k 91.10
2016-12-31 $7.9M 89k 88.57
2016-09-30 $7.7M 90k 85.69
2016-06-30 $8.2M 96k 85.28
2016-03-31 $7.9M 96k 81.67
2015-12-31 $7.3M 97k 75.15
2015-09-30 $3.7M 51k 72.75
2015-06-30 $3.9M 52k 75.16
2015-03-31 $4.1M 53k 77.94
2014-12-31 $4.9M 61k 79.40
2014-09-30 $4.6M 62k 73.86
2014-06-30 $4.8M 63k 76.98
2014-03-31 $4.7M 63k 73.32
2013-12-31 $4.3M 60k 71.35
2013-09-30 $4.1M 62k 66.34
2013-06-30 $11M 177k 64.01
2012-12-31 $9.3M 162k 57.24
2012-09-30 $8.6M 149k 57.83
2012-06-30 $7.5M 134k 56.19
2012-03-31 $7.3M 131k 55.96
2011-12-31 $97k 1.8k 53.65
2011-09-30 $94k 1.9k 49.06
2010-12-31 $12k 348 35.46

More positions owned by Retirement Planning Group

Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Victory Portfolios Ii Core Intrmediate (UBND)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning 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