iShares Dow Jones Select Dividend shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 34k | 123.18 |
| 2023-09-30 | $3.9M | 36k | 107.64 |
| 2023-06-30 | $4.1M | 36k | 113.30 |
| 2023-03-31 | $4.3M | 36k | 117.18 |
| 2022-12-31 | $4.6M | 38k | 120.60 |
| 2022-09-30 | $4.3M | 40k | 107.22 |
| 2022-06-30 | $5.5M | 47k | 117.68 |
| 2022-03-31 | $7.3M | 57k | 128.14 |
| 2021-12-31 | $7.0M | 57k | 122.60 |
| 2021-09-30 | $6.9M | 60k | 114.71 |
| 2021-06-30 | $7.1M | 61k | 116.62 |
| 2021-03-31 | $7.2M | 63k | 114.10 |
| 2020-12-31 | $18M | 187k | 96.18 |
| 2020-09-30 | $17M | 205k | 81.54 |
| 2020-06-30 | $15M | 181k | 80.72 |
| 2020-03-31 | $11M | 153k | 73.54 |
| 2019-12-31 | $16M | 149k | 105.66 |
| 2019-09-30 | $15M | 147k | 101.95 |
| 2019-06-30 | $14M | 143k | 99.56 |
| 2019-03-31 | $13M | 135k | 98.18 |
| 2018-12-31 | $12M | 136k | 89.31 |
| 2018-09-30 | $13M | 133k | 100.62 |
| 2018-06-30 | $13M | 129k | 97.74 |
| 2018-03-31 | $12M | 124k | 95.12 |
| 2017-12-31 | $12M | 119k | 98.56 |
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