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iShares Dow Jones Select Dividend shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group 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 Sage Private Wealth Group 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 Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $13k 125 104.00
2022-06-30 $15k 124 120.97
2022-03-31 $16k 122 131.15
2021-12-31 $14k 121 115.70
2021-09-30 $14k 121 115.70
2021-06-30 $14k 120 116.67
2021-03-31 $14k 119 117.65
2020-12-31 $11k 118 93.22

More positions owned by Sage Private Wealth Group

Ishares Tr Rus 1000 Etf (IWB)
Pacer Fds Tr Pacer Us Small (CALF)
Invesco Db Commdy Indx Trck Unit (DBC)
Vanguard World Extended Dur (EDV)
Cme (CME)
Intercontinental Exchange (ICE)
Coinbase Global Com Cl A (COIN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Altria (MO)
JPMorgan Chase & Co. (JPM)
Starbucks Corporation (SBUX)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

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