iShares Dow Jones Select Dividend shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 3.0k | 142.10 |
| 2025-06-30 | $398k | 3.0k | 132.81 |
| 2025-03-31 | $403k | 3.0k | 134.29 |
| 2024-12-31 | $394k | 3.0k | 131.29 |
| 2024-09-30 | $405k | 3.0k | 135.07 |
| 2024-06-30 | $363k | 3.0k | 120.98 |
| 2024-03-31 | $370k | 3.0k | 123.18 |
| 2023-12-31 | $352k | 3.0k | 117.22 |
| 2023-09-30 | $323k | 3.0k | 107.64 |
| 2023-06-30 | $340k | 3.0k | 113.30 |
| 2023-03-31 | $352k | 3.0k | 117.18 |
| 2022-12-31 | $362k | 3.0k | 120.60 |
| 2022-09-30 | $322k | 3.0k | 107.33 |
| 2022-06-30 | $353k | 3.0k | 117.67 |
| 2022-03-31 | $375k | 3.0k | 125.00 |
| 2021-12-31 | $368k | 3.0k | 122.67 |
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