iShares Dow Jones Select Dividend shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 16k | 123.18 |
| 2023-12-31 | $1.8M | 16k | 117.22 |
| 2023-09-30 | $1.7M | 16k | 107.64 |
| 2023-06-30 | $1.8M | 16k | 113.30 |
| 2023-03-31 | $1.8M | 16k | 117.18 |
| 2022-12-31 | $1.9M | 16k | 120.60 |
| 2022-09-30 | $1.7M | 16k | 107.22 |
| 2022-06-30 | $1.9M | 16k | 117.69 |
| 2022-03-31 | $1.9M | 15k | 128.14 |
| 2021-12-31 | $1.8M | 15k | 122.58 |
| 2021-09-30 | $1.8M | 15k | 119.91 |
| 2021-06-30 | $1.7M | 15k | 116.72 |
| 2019-12-31 | $283k | 2.7k | 105.48 |
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