iShares Dow Jones Select Dividend shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $904k | 6.4k | 142.09 |
| 2025-06-30 | $797k | 6.0k | 132.80 |
| 2025-03-31 | $804k | 6.0k | 134.29 |
| 2024-12-31 | $785k | 6.0k | 131.28 |
| 2024-09-30 | $806k | 6.0k | 135.06 |
| 2024-06-30 | $720k | 5.9k | 120.97 |
| 2024-03-31 | $751k | 6.1k | 123.17 |
| 2023-12-31 | $675k | 5.8k | 117.23 |
| 2023-09-30 | $607k | 5.6k | 107.65 |
| 2023-06-30 | $631k | 5.6k | 113.31 |
| 2023-03-31 | $670k | 5.7k | 117.18 |
| 2022-12-31 | $689k | 5.7k | 120.61 |
| 2022-09-30 | $593k | 5.5k | 107.21 |
| 2022-06-30 | $663k | 5.6k | 117.70 |
| 2022-03-31 | $569k | 4.4k | 128.21 |
| 2021-12-31 | $544k | 4.4k | 122.58 |
| 2021-09-30 | $521k | 4.5k | 114.71 |
| 2021-06-30 | $515k | 4.4k | 116.65 |
| 2021-03-31 | $494k | 4.3k | 114.04 |
| 2020-12-31 | $510k | 5.3k | 96.10 |
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