Wolff Financial Management »

iShares Dow Jones Select Dividend shares owned by Wolff Financial Management

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

Historical chart of Wolff Financial Management 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 Wolff Financial Management 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 Wolff Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 9.1k 123.20
2023-12-31 $1.2M 11k 117.19
2023-09-30 $1.2M 12k 107.66
2023-03-31 $1.6M 13k 117.19
2022-12-31 $1.7M 14k 120.57
2022-09-30 $2.4M 23k 107.18
2022-06-30 $2.7M 23k 117.66
2022-03-31 $3.0M 24k 128.14
2021-12-31 $2.9M 24k 122.58
2021-03-31 $2.7M 24k 114.10
2020-12-31 $2.5M 26k 96.17
2020-09-30 $2.1M 26k 81.56
2020-06-30 $2.1M 26k 80.70
2020-03-31 $1.9M 26k 73.55
2019-12-31 $2.9M 28k 105.65
2019-09-30 $2.8M 27k 101.96
2019-06-30 $2.7M 27k 99.56
2019-03-31 $2.6M 27k 98.19
2018-12-31 $2.4M 27k 89.32

More positions owned by Wolff Financial Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Lancaster Colony (LANC)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Wolff Financial Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend