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iShares Dow Jones Select Dividend shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 14k 117.22
2023-09-30 $1.4M 13k 107.64
2023-06-30 $1.6M 14k 113.30
2023-03-31 $1.6M 14k 117.18
2022-12-31 $1.8M 15k 120.60
2022-09-30 $1.4M 13k 107.24
2022-06-30 $1.8M 16k 117.67
2022-03-31 $1.7M 14k 128.15
2021-12-31 $1.3M 11k 122.61
2021-09-30 $1.2M 11k 114.76
2021-06-30 $1.3M 11k 116.63
2021-03-31 $1.1M 9.5k 114.12
2020-12-31 $843k 8.8k 96.23
2020-09-30 $668k 8.2k 81.50
2020-06-30 $736k 9.1k 80.73
2020-03-31 $1.2M 16k 73.54
2019-12-31 $1.1M 11k 105.66
2019-09-30 $1.1M 11k 101.96
2019-06-30 $1.2M 12k 99.55
2019-03-31 $452k 4.6k 98.24
2018-12-31 $454k 5.1k 89.33
2018-09-30 $583k 5.8k 99.74
2018-06-30 $614k 6.3k 97.68
2018-03-31 $1.2M 13k 91.10
2017-12-31 $1.4M 15k 98.54
2017-09-30 $1.2M 13k 93.64
2017-06-30 $1.2M 13k 92.17
2017-03-31 $1.1M 12k 91.12
2016-12-31 $1.1M 13k 88.55
2016-09-30 $1.3M 15k 85.69
2016-06-30 $1.4M 16k 85.26
2016-03-31 $891k 11k 81.64

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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