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iShares Dow Jones Select Dividend shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $10k 87 114.94
2023-06-30 $10k 83 120.48
2023-03-31 $10k 86 116.28
2021-09-30 $144k 1.3k 114.29
2021-06-30 $15M 127k 116.64
2021-03-31 $13M 115k 114.10

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Branch Banking & Trust Company
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend