iShares Dow Jones Select Dividend shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $888k | 6.6k | 135.08 |
| 2024-06-30 | $693k | 5.7k | 120.99 |
| 2024-03-31 | $687k | 5.6k | 123.18 |
| 2023-12-31 | $653k | 5.6k | 117.22 |
| 2023-09-30 | $607k | 5.6k | 107.64 |
| 2023-06-30 | $660k | 5.8k | 113.30 |
| 2023-03-31 | $692k | 5.9k | 117.18 |
| 2022-12-31 | $731k | 6.1k | 120.61 |
| 2022-09-30 | $649k | 6.1k | 107.22 |
| 2022-06-30 | $740k | 6.3k | 117.59 |
| 2022-03-31 | $868k | 6.8k | 128.17 |
| 2021-12-31 | $835k | 6.8k | 122.58 |
| 2021-09-30 | $783k | 6.8k | 114.78 |
| 2021-06-30 | $795k | 6.8k | 116.65 |
| 2021-03-31 | $685k | 6.0k | 114.13 |
| 2020-12-31 | $601k | 6.2k | 96.18 |
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