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iShares Dow Jones EPAC Sel Div Ind shares owned by Gould Asset Management

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

Historical chart of Gould Asset Management 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 Gould Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Gould Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 59k 28.04
2023-12-31 $1.7M 60k 27.99
2023-09-30 $1.5M 59k 25.40
2023-06-30 $1.4M 55k 26.33
2023-03-31 $1.5M 54k 27.49
2022-12-31 $1.1M 42k 27.16
2022-09-30 $1.3M 57k 22.52
2022-06-30 $1.4M 52k 27.16
2022-03-31 $1.6M 50k 31.77
2021-12-31 $1.3M 43k 31.18
2021-09-30 $1.2M 40k 30.43
2021-06-30 $1.3M 40k 32.39
2021-03-31 $1.3M 40k 31.49
2020-12-31 $1.2M 41k 29.48
2020-09-30 $902k 36k 24.94
2020-06-30 $879k 35k 25.13
2020-03-31 $683k 30k 22.60
2019-12-31 $934k 28k 33.59
2019-09-30 $889k 29k 30.73
2019-06-30 $841k 27k 30.73
2019-03-31 $837k 27k 30.87
2018-12-31 $760k 27k 28.72
2018-09-30 $908k 28k 32.61
2018-06-30 $855k 27k 32.05
2018-03-31 $799k 24k 33.02
2017-12-31 $778k 23k 33.80
2017-09-30 $736k 22k 33.78

More positions owned by Gould Asset Management

S&p 500 Depository Receipt Tr Unit (SPY)
Ishares Barclays 20 Year Tre 20 Yr Tr Bd Etf (TLT)
Vanguard Short Term Treasury Short Term Treas (VGSH)
Ishares 0-5 Year Tips Bond Et 0-5 Yr Tips Etf (STIP)
Ishares S&p 500 Index Etf Core S&p500 Etf (IVV)
Vanguard Short-term Corporate Shrt Trm Corp Bd (VCSH)
Invesco Taxable Municipal Bon Taxable Mun Bd (BAB)
Vanguard Reit Index Etf Real Estate Etf (VNQ)
World Gold Tr Spdr Gld Minis Spdr Gld Minis (GLDM)
Vanguard Ftse Developed Marke Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Sp500 Fosl Etf Spdr S&p 500 Etf (SPYX)
Vanguard Extended Market Inde Extend Mkt Etf (VXF)
Pimcototal Return Etf Active Bd Etf (BOND)
Vanguard St Tips Bond Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Gould Asset Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Bank of New York Mellon
LPL Financial
Us Bancorp
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Orion Portfolio Solutions
Regions Bank

View all funds holding iShares Dow Jones EPAC Sel Div Ind