ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,473 Value ($000) $661 Avg Close Range
Q3 2025
Shares 4,443 Value ($000) $633 Avg Close Range
Q2 2025
Shares 4,420 Value ($000) $601 Avg Close Range
Q1 2025
Shares 4,396 Value ($000) $545 Avg Close Range
Q4 2024
Shares 4,376 Value ($000) $574 Avg Close Range
Q3 2024
Shares 4,351 Value ($000) $578 Avg Close Range
Q2 2024
Shares 4,322 Value ($000) $521 Avg Close Range
Q1 2024
Shares 4,303 Value ($000) $514 Avg Close Range
Q4 2023
Shares 4,283 Value ($000) $503 Avg Close Range
Q3 2023
Shares 4,643 Value ($000) $487 Avg Close Range
Q2 2023
Shares 4,614 Value ($000) $522 Avg Close Range
Q4 2022
Shares 4,345 Value ($000) $534 Avg Close Range
Q3 2022
Shares 2,001 Value ($000) $215 Avg Close Range
Q2 2022
Shares 2,001 Value ($000) $235 Avg Close Range
Q1 2022
Shares 1,848 Value ($000) $237 Avg Close Range
Q4 2021
Shares 1,849 Value ($000) $227 Avg Close Range
Q3 2021
Shares 1,849 Value ($000) $212 Avg Close Range
Q2 2021
Shares 1,449 Value ($000) $169 Avg Close Range
Q1 2021
Shares 351 Value ($000) $40 Avg Close Range
Q4 2020
Shares 351 Value ($000) $34 Avg Close Range
Q3 2020
Shares 350 Value ($000) $29 Avg Close Range
Q2 2020
Shares 350 Value ($000) $28 Avg Close Range
Q1 2020
Shares 347 Value ($000) $26 Avg Close Range
Q4 2019
Shares 295 Value ($000) $31 Avg Close Range
Q3 2019
Shares 293 Value ($000) $30 Avg Close Range