iShares Dow Jones Select Dividend shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 59k | 142.10 |
| 2025-06-30 | $7.7M | 58k | 132.81 |
| 2025-03-31 | $7.5M | 56k | 134.29 |
| 2024-12-31 | $7.3M | 55k | 131.29 |
| 2024-09-30 | $7.5M | 55k | 135.07 |
| 2024-06-30 | $6.6M | 55k | 120.98 |
| 2024-03-31 | $6.6M | 55k | 120.98 |
| 2023-12-31 | $6.4M | 55k | 117.22 |
| 2023-09-30 | $5.8M | 54k | 107.64 |
| 2023-06-30 | $6.2M | 55k | 113.30 |
| 2023-03-31 | $6.4M | 54k | 117.18 |
| 2022-12-31 | $6.6M | 55k | 120.60 |
| 2022-09-30 | $6.2M | 58k | 107.22 |
| 2022-06-30 | $6.9M | 59k | 117.67 |
| 2022-03-31 | $7.7M | 60k | 128.13 |
| 2021-12-31 | $7.7M | 63k | 122.59 |
| 2021-09-30 | $7.3M | 64k | 114.72 |
| 2021-06-30 | $7.7M | 66k | 116.62 |
| 2021-03-31 | $7.7M | 68k | 114.10 |
| 2020-12-31 | $6.4M | 67k | 96.18 |
| 2020-09-30 | $5.4M | 67k | 81.54 |
| 2020-06-30 | $5.3M | 66k | 80.72 |
| 2020-03-31 | $4.7M | 64k | 73.54 |
| 2019-12-31 | $7.1M | 67k | 105.66 |
| 2019-09-30 | $6.6M | 65k | 101.95 |
| 2019-06-30 | $6.3M | 64k | 99.56 |
| 2019-03-31 | $5.6M | 57k | 98.18 |
| 2018-12-31 | $5.0M | 56k | 89.31 |
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