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iShares Dow Jones Select Dividend shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth 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 Tred Avon Family Wealth 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 Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $788k 5.6k 141.13

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Golub Capital BDC (GBDC)

View all positions for Tred Avon Family Wealth

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

View all funds holding iShares Dow Jones Select Dividend