Mascoma Wealth Management »

iShares Dow Jones Select Dividend shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth 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 Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones Select Dividend by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 18k 123.18
2023-12-31 $3.2M 27k 117.22
2023-09-30 $4.8M 45k 107.64
2023-06-30 $5.4M 46k 115.52
2023-03-31 $16M 139k 117.59
2022-12-31 $11M 106k 107.22
2022-09-30 $11M 106k 107.22
2022-06-30 $11M 94k 117.67
2022-03-31 $3.7M 29k 128.14
2021-12-31 $2.5M 20k 122.60
2021-09-30 $2.1M 18k 114.73
2021-06-30 $2.0M 17k 116.64
2021-03-31 $1.8M 16k 114.09
2020-12-31 $962k 10k 96.22
2019-09-30 $981k 9.6k 101.94
2019-06-30 $1.3M 13k 99.58
2019-03-31 $919k 9.4k 98.17
2018-12-31 $799k 8.9k 89.31
2018-09-30 $868k 8.7k 99.76
2018-06-30 $183k 1.9k 97.86
2018-03-31 $294k 3.1k 94.99
2017-12-31 $404k 4.1k 98.39
2017-09-30 $294k 3.1k 93.75
2017-06-30 $670k 7.3k 92.25
2017-03-31 $205k 2.2k 91.23
2016-12-31 $291k 3.3k 88.42

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Mascoma Wealth 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