iShares Dow Jones Select Dividend shares owned by Waldron
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $933k | 6.6k | 142.10 |
| 2025-06-30 | $872k | 6.6k | 132.81 |
| 2025-03-31 | $882k | 6.6k | 134.29 |
| 2024-12-31 | $740k | 5.6k | 131.29 |
| 2024-09-30 | $762k | 5.6k | 135.07 |
| 2024-06-30 | $679k | 5.6k | 120.98 |
| 2024-03-31 | $1.7M | 14k | 123.18 |
| 2023-12-31 | $1.6M | 14k | 117.16 |
| 2023-09-30 | $1.5M | 14k | 107.63 |
| 2023-06-30 | $1.7M | 15k | 113.27 |
| 2023-03-31 | $1.8M | 15k | 117.14 |
| 2022-12-31 | $1.7M | 16k | 107.17 |
| 2022-09-30 | $1.7M | 16k | 107.17 |
| 2022-06-30 | $2.0M | 17k | 117.64 |
| 2022-03-31 | $2.1M | 17k | 128.13 |
| 2021-12-31 | $2.0M | 17k | 122.58 |
| 2021-09-30 | $920k | 8.0k | 114.67 |
| 2021-06-30 | $566k | 4.9k | 116.56 |
| 2021-03-31 | $554k | 4.9k | 114.09 |
| 2020-12-31 | $467k | 4.9k | 96.17 |
| 2020-09-30 | $395k | 4.9k | 81.34 |
| 2020-06-30 | $765k | 9.5k | 80.70 |
| 2020-03-31 | $697k | 9.5k | 73.53 |
| 2019-12-31 | $1.1M | 10k | 105.65 |
| 2019-09-30 | $966k | 9.5k | 101.91 |
| 2019-06-30 | $943k | 9.5k | 99.48 |
| 2019-03-31 | $930k | 9.5k | 98.11 |
| 2016-12-31 | $201k | 2.3k | 88.16 |
| 2016-03-31 | $255k | 3.1k | 81.42 |
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