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iShares Dow Jones Select Dividend shares owned by Wealthquest

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

Historical chart of Wealthquest 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 Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.3k 156.30
2022-03-31 $223k 1.8k 122.19
2021-12-31 $223k 1.8k 122.19
2021-09-30 $209k 1.8k 114.52
2021-06-30 $212k 1.8k 116.16
2021-03-31 $208k 1.8k 113.97
2019-12-31 $250k 2.4k 105.62
2019-09-30 $241k 2.4k 101.82
2019-03-31 $246k 2.5k 97.97
2018-12-31 $224k 2.5k 89.21

More positions owned by Wealthquest

Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
Innovator Defined Wealth Shield Etf (BALT)
SPDR S&P 1500 Etf (SPTM)
Vanguard Small Cap ETF Etf (VB)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Financial Group Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA International Core Equity ETF Etf (DFAI)
DFA Short Duration Fixed Income Etf (DFSD)
Vanguard Short Term Bond Etf (BSV)
JPMorgan Limited Duration Bond Etf (JPLD)
Procter & Gamble Stock (PG)

View all positions for Wealthquest

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Envestnet Asset Management
Raymond James Financial
UBS Group
Branch Banking & Trust Company
Howard Capital Management
Citadel Advisors
Bank Of Montreal

View all funds holding iShares Dow Jones Select Dividend