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iShares Dow Jones Select Dividend shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us Wealth 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 9.1k 123.18
2023-12-31 $1.4M 12k 117.22
2023-09-30 $587k 5.5k 107.64
2023-06-30 $669k 5.9k 113.30
2023-03-31 $691k 5.9k 117.18
2022-12-31 $637k 5.3k 120.60
2022-09-30 $566k 5.3k 107.20
2022-06-30 $457k 3.9k 117.78
2022-03-31 $497k 3.9k 128.09
2021-12-31 $476k 3.9k 122.68
2021-09-30 $451k 3.9k 114.76
2021-06-30 $452k 3.9k 116.49
2021-03-31 $443k 3.9k 114.18
2019-06-30 $224k 2.2k 99.64
2018-12-31 $202k 2.3k 89.50
2018-09-30 $336k 3.3k 100.69
2018-06-30 $433k 4.4k 97.70
2018-03-31 $1.3M 14k 95.15
2017-12-31 $1.4M 15k 98.58
2017-09-30 $1.5M 16k 93.67
2017-06-30 $1.4M 16k 92.25
2017-03-31 $1.5M 17k 91.11
2016-12-31 $1.1M 12k 88.54
2016-09-30 $502k 5.9k 85.67
2016-06-30 $490k 5.7k 85.29
2016-03-31 $407k 5.0k 81.66
2015-12-31 $248k 3.3k 75.27
2015-09-30 $238k 3.2k 73.55
2015-06-30 $243k 3.2k 75.09
2015-03-31 $307k 3.9k 77.92
2014-09-30 $255k 3.4k 73.96
2014-06-30 $269k 3.5k 77.08
2014-03-31 $256k 3.5k 73.35

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us 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