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iShares Dow Jones EPAC Sel Div Ind shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 113k 27.99
2023-09-30 $3.7M 144k 25.40
2023-06-30 $4.4M 167k 26.33
2023-03-31 $5.2M 190k 27.49
2022-12-31 $3.8M 139k 27.16
2022-09-30 $4.0M 178k 22.53
2022-06-30 $3.7M 137k 27.16
2022-03-31 $2.1M 66k 31.76
2021-12-31 $936k 30k 31.19
2021-09-30 $752k 25k 30.43
2021-06-30 $760k 24k 32.38
2021-03-31 $679k 22k 31.46
2020-12-31 $590k 20k 29.48
2020-09-30 $490k 20k 24.92
2020-06-30 $738k 29k 25.14
2020-03-31 $530k 24k 22.58
2019-12-31 $4.8M 142k 33.57
2019-09-30 $4.1M 135k 30.74
2019-06-30 $4.3M 140k 30.72
2019-03-31 $4.2M 137k 30.86
2018-12-31 $4.2M 145k 28.71
2018-09-30 $4.0M 121k 32.63
2018-06-30 $4.0M 124k 32.05
2018-03-31 $3.9M 119k 33.01
2017-12-31 $3.7M 108k 33.79
2017-09-30 $3.5M 104k 33.76
2017-06-30 $3.2M 97k 32.72
2017-03-31 $2.6M 82k 31.46
2016-12-31 $1.5M 52k 29.56
2016-09-30 $1.3M 43k 29.98
2016-06-30 $965k 34k 28.62
2016-03-31 $911k 31k 29.00
2015-12-31 $1.2M 41k 28.70
2015-09-30 $2.6M 93k 28.13
2015-06-30 $4.2M 129k 32.33
2015-03-31 $4.4M 131k 33.64
2014-12-31 $7.5M 223k 33.69
2014-09-30 $9.3M 259k 35.79
2014-06-30 $11M 280k 39.89
2014-03-31 $9.9M 256k 38.64
2013-12-31 $9.3M 245k 37.94
2013-09-30 $7.5M 207k 36.26
2013-06-30 $6.0M 188k 31.83
2013-03-31 $5.1M 149k 34.15

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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