iShares Dow Jones Select Dividend shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 14k | 135.07 |
| 2024-06-30 | $1.7M | 14k | 120.98 |
| 2024-03-31 | $1.8M | 14k | 123.18 |
| 2023-12-31 | $1.7M | 14k | 117.22 |
| 2023-09-30 | $660k | 6.1k | 107.64 |
| 2023-06-30 | $695k | 6.1k | 113.30 |
| 2023-03-31 | $718k | 6.1k | 117.18 |
| 2022-12-31 | $788k | 6.5k | 120.60 |
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