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iShares Dow Jones Select Dividend shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 216k 117.22
2023-09-30 $23M 215k 107.64
2023-06-30 $25M 221k 113.30
2023-03-31 $23M 195k 117.18
2022-12-31 $22M 185k 120.60
2022-09-30 $18M 168k 107.22
2022-06-30 $18M 149k 117.67
2022-03-31 $18M 138k 128.13
2021-12-31 $16M 130k 122.59
2021-09-30 $14M 122k 114.72
2021-06-30 $12M 106k 116.62
2021-03-31 $10M 89k 114.10
2020-12-31 $8.3M 86k 96.18
2020-09-30 $6.5M 80k 81.54
2020-06-30 $6.1M 76k 80.72
2020-03-31 $5.5M 75k 73.54
2019-12-31 $8.4M 79k 105.67
2019-09-30 $8.6M 84k 101.95
2019-06-30 $8.6M 86k 99.56
2019-03-31 $8.3M 85k 98.17
2018-12-31 $7.1M 80k 89.31
2018-09-30 $8.1M 81k 99.76
2018-06-30 $8.0M 82k 97.74
2018-03-31 $7.3M 77k 95.12
2017-12-31 $7.1M 72k 98.56
2017-09-30 $5.5M 58k 93.65
2017-06-30 $4.5M 49k 92.22
2017-03-31 $3.6M 40k 91.10
2016-12-31 $2.9M 33k 88.56
2016-09-30 $1.8M 21k 85.69
2016-06-30 $768k 9.0k 85.28
2016-03-31 $647k 7.9k 81.63
2015-12-31 $609k 8.1k 75.19
2015-09-30 $641k 8.8k 72.70
2015-06-30 $628k 8.4k 75.09
2015-03-31 $648k 8.3k 77.94
2014-12-31 $660k 8.3k 79.38
2014-09-30 $651k 8.8k 73.89
2014-06-30 $794k 10k 76.97
2014-03-31 $756k 10k 73.28
2013-12-31 $749k 11k 71.37
2013-09-30 $705k 11k 66.35
2013-06-30 $676k 11k 64.05
2013-03-31 $669k 11k 63.39
2012-12-31 $427k 7.5k 57.21
2012-09-30 $432k 7.5k 57.69
2012-06-30 $433k 7.7k 56.18
2012-03-31 $431k 7.7k 55.92
2011-12-31 $413k 7.7k 53.82
2011-09-30 $321k 6.7k 48.20
2011-06-30 $254k 4.8k 52.83