iShares Dow Jones Select Dividend shares owned by Wambolt & Associates
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $607k | 4.5k | 135.36 |
| 2025-03-31 | $606k | 4.5k | 134.18 |
| 2024-12-31 | $630k | 4.8k | 131.29 |
| 2024-09-30 | $714k | 5.3k | 134.61 |
| 2024-03-31 | $854k | 7.0k | 122.31 |
| 2023-12-31 | $1.1M | 9.4k | 117.22 |
| 2023-09-30 | $1.3M | 12k | 105.19 |
| 2023-06-30 | $1.6M | 14k | 113.30 |
| 2023-03-31 | $1.8M | 15k | 117.32 |
| 2022-12-31 | $1.9M | 16k | 120.60 |
| 2022-09-30 | $1.7M | 16k | 107.25 |
| 2022-06-30 | $1.9M | 16k | 117.64 |
| 2022-03-31 | $2.1M | 16k | 128.68 |
| 2021-12-31 | $2.0M | 16k | 122.62 |
| 2021-09-30 | $2.1M | 18k | 116.28 |
| 2021-06-30 | $2.2M | 19k | 117.53 |
| 2021-03-31 | $2.1M | 18k | 114.84 |
| 2020-12-31 | $1.8M | 19k | 96.20 |
| 2020-09-30 | $1.6M | 19k | 81.56 |
| 2020-06-30 | $1.7M | 21k | 80.70 |
| 2020-03-31 | $1.5M | 21k | 73.55 |
| 2019-12-31 | $2.3M | 22k | 105.68 |
| 2019-09-30 | $2.2M | 22k | 101.96 |
| 2019-06-30 | $2.2M | 22k | 99.58 |
| 2019-03-31 | $2.2M | 22k | 99.35 |
| 2018-12-31 | $2.0M | 22k | 89.31 |
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