Planned Solutions »

iShares Dow Jones EPAC Sel Div Ind shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $607k 22k 28.04
2023-12-31 $649k 23k 27.99
2023-09-30 $624k 25k 25.40
2023-06-30 $788k 30k 26.33
2023-03-31 $838k 31k 27.49
2022-12-31 $791k 29k 27.16
2022-09-30 $570k 25k 22.54
2022-06-30 $742k 27k 27.15
2022-03-31 $906k 29k 31.77
2021-12-31 $919k 30k 31.19
2021-06-30 $908k 28k 32.42
2021-03-31 $768k 24k 31.47
2020-12-31 $473k 16k 29.46
2020-09-30 $412k 17k 24.94

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Invesco S&p 500 Garp Etf Etf (SPGP)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Illinois Tool Wks Stock (ITW)
Schwab U.s. Small-cap Etf Etf (SCHA)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Msci Global Energy Producers Etf Etf (FILL)

View all positions for Planned Solutions

Top funds holding iShares Dow Jones EPAC Sel Div Ind

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

View all funds holding iShares Dow Jones EPAC Sel Div Ind