iShares Dow Jones Select Dividend shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $969k | 7.4k | 131.28 |
| 2024-09-30 | $997k | 7.4k | 135.07 |
| 2024-06-30 | $894k | 7.4k | 120.98 |
| 2024-03-31 | $910k | 7.4k | 123.17 |
| 2023-09-30 | $986k | 9.2k | 107.64 |
| 2023-06-30 | $1.1M | 9.3k | 113.30 |
| 2023-03-31 | $1.1M | 9.6k | 117.18 |
| 2022-12-31 | $1.2M | 9.6k | 120.60 |
| 2022-09-30 | $1.2M | 11k | 107.25 |
| 2022-06-30 | $1.3M | 11k | 117.71 |
| 2022-03-31 | $1.6M | 12k | 128.17 |
| 2021-12-31 | $1.5M | 12k | 122.62 |
| 2021-09-30 | $1.4M | 12k | 114.76 |
| 2021-06-30 | $1.6M | 14k | 116.60 |
| 2021-03-31 | $1.9M | 26k | 73.54 |
| 2020-12-31 | $2.3M | 24k | 96.20 |
| 2020-09-30 | $2.0M | 24k | 81.55 |
| 2020-06-30 | $2.1M | 26k | 80.74 |
| 2020-03-31 | $1.9M | 26k | 73.54 |
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