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iShares Dow Jones Select Dividend shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 1.8k 141.14

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Investment Grade (IGEB)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Waller Financial Planning Group

Top funds holding iShares Dow Jones Select Dividend

Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Branch Banking & Trust Company
Us Bancorp
Raymond James Financial
Howard Capital Management
Jane Street
Goldman Sachs Group

View all funds holding iShares Dow Jones Select Dividend