Beta Wealth »

iShares Dow Jones EPAC Sel Div Ind shares owned by Beta Wealth

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div Ind held by Beta Wealth 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 EPAC Sel Div Ind by Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $836k 30k 27.99
2023-09-30 $1.0M 41k 25.40
2023-06-30 $960k 36k 26.33
2023-03-31 $7.3M 267k 27.49
2022-06-30 $1.8M 65k 27.15
2020-12-31 $1.0M 35k 29.48

More positions owned by Beta Wealth

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Microsoft Corporation (MSFT)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Walt Disney Company (DIS)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Vaneck Etf Trust Agribusiness Etf (MOO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Dynamic Income SHS (PDI)

View all positions for Beta Wealth

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
UBS Group
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
Mercer Global Advisors
Royal Bank of Canada
Scotia Capital
Orion Portfolio Solutions
Alliancebernstein
Regions Bank
Assetmark
Jpmorgan Chase & Co
Fukoku Mutual Life Insurance
GDS Wealth Management

View all funds holding iShares Dow Jones EPAC Sel Div Ind