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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Wellspring Financial Advisors 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
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