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iShares Dow Jones Select Dividend shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 38k 123.18
2023-12-31 $4.5M 38k 117.22
2023-09-30 $4.1M 38k 107.64
2023-06-30 $4.3M 38k 113.30
2023-03-31 $4.4M 37k 117.18
2022-12-31 $4.6M 37k 124.27

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Prudential Financial (PRU)
Wal-Mart Stores (WMT)
Ishares Tr Core Us Aggbd Et (AGG)
Cardinal Health (CAH)
Chevron Corporation (CVX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p Mdcp 400 Div (REGL)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for LMG Wealth Partners

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