Truewealth »

iShares Dow Jones Select Dividend shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones Select Dividend by Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $91k 1.1k 80.96
2020-03-31 $83k 1.1k 73.84
2019-12-31 $119k 1.1k 105.87
2019-09-30 $115k 1.1k 102.31
2019-06-30 $112k 1.1k 99.64
2019-03-31 $110k 1.1k 97.86
2018-12-31 $100k 1.1k 88.97
2018-09-30 $118k 1.2k 99.83
2018-06-30 $116k 1.2k 98.14
2018-03-31 $57k 600 95.00
2017-12-31 $67k 676 99.11

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
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
Us Bancorp
Branch Banking & Trust Company
UBS Group
Howard Capital Management
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend