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iShares Dow Jones Select Dividend shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 20k 117.22
2023-09-30 $2.2M 21k 107.64
2023-06-30 $2.1M 18k 113.30
2023-03-31 $2.1M 18k 117.18
2022-12-31 $2.1M 18k 120.60
2022-09-30 $1.8M 16k 107.21
2022-06-30 $1.9M 16k 117.65
2022-03-31 $2.1M 16k 128.12
2021-12-31 $2.1M 17k 122.61
2021-09-30 $1.9M 17k 114.74
2021-06-30 $1.9M 17k 116.62
2021-03-31 $1.9M 16k 114.10
2020-12-31 $1.5M 16k 96.16
2020-09-30 $1.2M 15k 81.54
2020-06-30 $1.1M 14k 80.70
2020-03-31 $1.1M 13k 81.14
2019-12-31 $1.4M 13k 105.68
2019-09-30 $1.3M 12k 101.96
2019-06-30 $1.2M 12k 99.52
2019-03-31 $1.1M 11k 98.19
2018-12-31 $893k 10k 89.26
2018-09-30 $835k 8.7k 95.89
2018-06-30 $836k 8.4k 99.50
2018-03-31 $566k 6.0k 95.09
2017-12-31 $587k 6.0k 98.62
2017-09-30 $248k 2.7k 93.51