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iShares Dow Jones Select Dividend shares owned by Zhang Financial

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

Historical chart of Zhang Financial investment in iShares Dow Jones Select Dividend

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All positions including iShares Dow Jones Select Dividend held by Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 19k 142.10
2025-06-30 $2.5M 19k 132.81
2025-03-31 $2.6M 19k 134.29
2024-12-31 $2.5M 19k 131.29
2024-09-30 $2.6M 19k 135.07
2024-06-30 $2.3M 19k 120.98
2024-03-31 $2.4M 19k 123.18
2023-12-31 $2.3M 19k 117.22
2023-09-30 $2.1M 19k 107.64
2023-06-30 $2.2M 19k 113.30
2023-03-31 $2.4M 21k 117.18
2022-12-31 $2.5M 21k 120.58
2022-09-30 $2.3M 22k 107.24
2022-06-30 $2.3M 19k 117.69
2022-03-31 $2.5M 19k 128.15
2021-12-31 $2.3M 19k 122.58
2021-09-30 $2.2M 19k 114.70
2021-06-30 $2.3M 19k 116.64
2021-03-31 $2.2M 19k 114.09
2020-12-31 $1.8M 19k 96.16
2020-09-30 $1.6M 20k 81.52
2020-06-30 $1.7M 21k 80.72
2020-03-31 $1.7M 23k 73.52
2019-12-31 $2.4M 23k 105.64
2019-09-30 $2.4M 24k 101.97
2019-06-30 $2.4M 24k 99.56
2019-03-31 $2.5M 26k 98.18
2018-12-31 $2.3M 26k 89.31
2018-09-30 $2.5M 25k 100.02
2018-06-30 $2.6M 26k 97.70
2018-03-31 $2.5M 27k 93.49
2017-12-31 $2.8M 28k 99.54
2017-09-30 $2.7M 28k 94.13
2017-06-30 $2.6M 29k 91.41
2017-03-31 $2.8M 28k 99.54
2016-12-31 $2.6M 29k 88.75
2016-09-30 $2.6M 31k 85.70
2016-06-30 $2.7M 31k 85.28
2016-03-31 $2.5M 31k 81.66
2015-12-31 $2.4M 32k 75.15
2015-09-30 $2.3M 32k 72.74
2015-06-30 $2.4M 32k 75.12
2015-03-31 $2.5M 32k 77.93
2014-12-31 $2.6M 32k 79.41
2014-09-30 $2.3M 31k 73.86
2014-06-30 $2.4M 31k 76.99
2014-03-31 $2.1M 29k 73.33
2013-12-31 $2.1M 29k 71.36
2013-09-30 $1.9M 29k 66.33
2013-06-30 $1.9M 29k 64.02
2013-03-31 $1.9M 29k 63.39
2012-12-31 $1.7M 29k 57.23
2012-09-30 $1.7M 29k 57.68
2012-06-30 $1.6M 28k 56.20
2012-03-31 $1.5M 27k 55.94

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard High High Div Yld (VYM)
Stryker Corporation (SYK)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding iShares Dow Jones Select Dividend

Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Branch Banking & Trust Company
Us Bancorp
Raymond James Financial
Howard Capital Management
Jane Street

View all funds holding iShares Dow Jones Select Dividend