Steward Partners Investment Advisory »

iShares Dow Jones EPAC Sel Div Ind shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 210k 28.04
2023-12-31 $5.2M 186k 27.99
2023-09-30 $4.4M 172k 25.40
2023-06-30 $3.7M 142k 26.33
2023-03-31 $3.9M 141k 27.49
2022-12-31 $3.1M 114k 27.16
2022-09-30 $2.5M 112k 22.53
2022-06-30 $3.1M 114k 27.16
2022-03-31 $5.2M 165k 31.76
2021-12-31 $5.0M 159k 31.18
2021-09-30 $4.5M 149k 30.42
2021-03-31 $4.9M 156k 31.48
2020-09-30 $4.1M 166k 24.93
2020-06-30 $4.2M 166k 25.12
2020-03-31 $3.7M 165k 22.60
2019-12-31 $5.0M 150k 33.57
2019-09-30 $632k 21k 30.71
2019-06-30 $490k 16k 30.67
2019-03-31 $474k 15k 30.81
2018-12-31 $498k 17k 28.68
2018-09-30 $1.0M 31k 32.62
2018-06-30 $840k 26k 32.04
2018-03-31 $1.1M 33k 32.98
2017-12-31 $694k 21k 33.78
2017-09-30 $468k 14k 33.75
2017-06-30 $291k 8.9k 32.70
2017-03-31 $194k 6.2k 31.30
2016-12-31 $17k 594 28.62

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

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