TCI Wealth Advisors »

iShares Dow Jones Select Dividend shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth Advisors 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 TCI Wealth Advisors 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 TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 11k 123.18
2023-12-31 $1.3M 11k 117.22
2023-09-30 $1.2M 11k 107.64
2023-06-30 $1.4M 12k 113.30
2023-03-31 $1.4M 12k 117.18
2022-12-31 $1.5M 13k 120.60
2022-09-30 $1.4M 13k 107.22
2022-06-30 $1.5M 13k 117.71
2022-03-31 $2.0M 16k 128.14
2021-12-31 $1.8M 15k 122.62
2021-09-30 $1.8M 15k 114.74
2021-06-30 $1.7M 14k 116.64
2021-03-31 $1.5M 13k 114.10
2020-12-31 $1.4M 14k 96.21
2020-09-30 $1.2M 15k 81.57
2020-06-30 $1.5M 19k 80.74
2020-03-31 $1.4M 19k 73.52
2019-12-31 $2.1M 20k 105.67
2019-09-30 $2.1M 20k 101.96
2019-06-30 $2.1M 21k 99.58
2019-03-31 $2.6M 26k 98.18
2018-12-31 $2.4M 27k 89.29
2018-09-30 $2.9M 30k 99.77
2018-06-30 $3.0M 31k 97.74
2018-03-31 $3.0M 31k 95.11
2017-12-31 $3.3M 34k 98.57
2017-09-30 $3.2M 34k 93.66
2017-06-30 $3.2M 35k 92.21
2017-03-31 $3.2M 35k 91.11
2016-12-31 $3.1M 36k 88.56
2016-09-30 $3.0M 35k 85.70
2016-06-30 $3.0M 36k 85.27
2016-03-31 $3.0M 36k 81.67
2015-12-31 $2.7M 37k 75.16
2015-09-30 $2.3M 32k 72.74
2015-06-30 $2.6M 34k 75.14
2015-03-31 $2.7M 34k 77.93
2014-12-31 $2.8M 35k 79.39
2014-09-30 $2.6M 35k 73.86
2014-06-30 $2.8M 36k 76.99
2014-03-31 $2.7M 37k 73.31
2013-12-31 $2.6M 37k 71.35
2013-09-30 $2.5M 38k 66.33
2013-06-30 $2.5M 38k 64.00
2013-03-31 $2.5M 40k 63.40
2012-12-31 $2.3M 41k 57.24

More positions owned by TCI Wealth Advisors

Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for TCI Wealth Advisors

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