iShares Dow Jones Select Dividend shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.2M | 70k | 117.22 |
| 2023-09-30 | $7.5M | 70k | 107.64 |
| 2023-06-30 | $7.9M | 70k | 113.30 |
| 2023-03-31 | $7.5M | 64k | 117.18 |
| 2022-12-31 | $7.8M | 65k | 120.60 |
| 2022-09-30 | $7.3M | 68k | 107.22 |
| 2022-06-30 | $7.8M | 66k | 117.66 |
| 2022-03-31 | $9.1M | 71k | 128.13 |
| 2021-12-31 | $9.1M | 74k | 122.59 |
| 2021-09-30 | $8.6M | 75k | 114.72 |
| 2021-06-30 | $9.2M | 79k | 116.62 |
| 2021-03-31 | $9.5M | 84k | 114.10 |
| 2020-12-31 | $7.5M | 78k | 96.18 |
| 2020-09-30 | $6.3M | 77k | 81.54 |
| 2020-06-30 | $6.3M | 78k | 80.72 |
| 2020-03-31 | $6.1M | 84k | 73.54 |
| 2019-12-31 | $8.8M | 84k | 105.67 |
| 2019-09-30 | $8.5M | 84k | 101.96 |
| 2019-06-30 | $8.4M | 85k | 99.55 |
| 2019-03-31 | $8.1M | 82k | 98.18 |
| 2018-12-31 | $7.1M | 79k | 89.31 |
| 2018-09-30 | $8.0M | 80k | 99.76 |
| 2018-06-30 | $7.6M | 78k | 97.74 |
| 2018-03-31 | $7.1M | 75k | 95.12 |
| 2017-12-31 | $7.4M | 75k | 98.55 |
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