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iShares Dow Jones EPAC Sel Div Ind shares owned by Tanglewood Wealth Management

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

Historical chart of Tanglewood Wealth 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 Tanglewood Wealth 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 Tanglewood Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $240k 8.6k 27.99
2023-06-30 $677k 26k 26.33
2023-03-31 $565k 21k 27.49
2022-12-31 $736k 27k 27.16

More positions owned by Tanglewood Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ea Series Trust Freedom 100 Em (FRDM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Tanglewood Wealth Management

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