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iShares Dow Jones Select Dividend shares owned by West Branch Capital

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

Historical chart of West Branch Capital 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 West Branch Capital 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 West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $569 4 142.25
2025-06-30 $532 4 133.00
2025-03-31 $538 4 134.50
2024-12-31 $526 4 131.50
2024-09-30 $541 4 135.25