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iShares Dow Jones EPAC Sel Div Ind shares owned by Whittier Trust

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

Historical chart of Whittier Trust investment in iShares Dow Jones EPAC Sel Div Ind

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All positions including iShares Dow Jones EPAC Sel Div Ind held by Whittier Trust 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 Whittier Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $789k 28k 28.04
2023-12-31 $813k 29k 27.98
2023-09-30 $1.7M 66k 25.39
2023-06-30 $1.6M 60k 26.32
2023-03-31 $1.8M 64k 27.48
2022-12-31 $1.7M 64k 27.15
2022-09-30 $1.6M 72k 22.53
2022-06-30 $2.0M 73k 27.15
2022-03-31 $2.5M 78k 31.75
2021-12-31 $2.5M 81k 31.19
2021-09-30 $2.4M 80k 30.40
2021-06-30 $2.7M 82k 32.39
2021-03-31 $2.4M 77k 31.46
2020-12-31 $2.3M 79k 29.46
2020-09-30 $1.8M 73k 24.93
2020-06-30 $2.2M 88k 25.11
2020-03-31 $2.2M 97k 22.59
2019-12-31 $2.5M 73k 33.56
2019-09-30 $2.3M 73k 30.73
2019-06-30 $2.3M 76k 30.71
2019-03-31 $2.4M 77k 30.86
2018-12-31 $2.5M 87k 28.70
2018-09-30 $4.5M 137k 32.63
2018-06-30 $2.1M 52k 39.89
2018-03-31 $4.7M 142k 33.00
2017-12-31 $4.4M 129k 33.79
2017-09-30 $4.7M 138k 33.75
2017-06-30 $4.3M 132k 32.72
2017-03-31 $4.0M 128k 31.45
2016-12-31 $3.7M 124k 29.55
2016-09-30 $3.7M 124k 29.97
2016-06-30 $3.6M 124k 28.63
2016-03-31 $4.6M 158k 28.98
2015-12-31 $4.4M 152k 28.70
2015-09-30 $2.9M 102k 28.13
2015-06-30 $3.4M 106k 32.32
2015-03-31 $4.5M 132k 33.63
2014-12-31 $3.8M 113k 33.68
2014-09-30 $1.9M 53k 35.80
2014-06-30 $2.1M 53k 39.89
2014-03-31 $1.8M 47k 38.62
2013-12-31 $1.2M 32k 37.93
2013-09-30 $1.1M 32k 36.27
2013-06-30 $784k 25k 31.83
2012-03-31 $119k 3.7k 32.49

More positions owned by Whittier Trust

Microsoft Corp Us Large-cap Equities (MSFT)
Nvidia Corp Us Large-cap Equities (NVDA)
Apple Computer Us Large-cap Equities (AAPL)
SPDR TR S&P 500 Etf Equity (SPY)
Ishares S&p 500 Index Etf Equity (IVV)
Alphabet Inc Cl C Us Large-cap Equities (GOOG)
Amazon Us Large-cap Equities (AMZN)
Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A)
J P Morgan Chase & Co Us Large-cap Equities (JPM)
Visa Inc Com Cl A Us Large-cap Equities (V)
Ishares S&p Midcap 400 Index Etf Equity (IJH)
Meta Platforms Inc Cl A Us Large-cap Equities (META)
Broadcom Us Large-cap Equities (AVGO)
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B)
Applied Matls Us Large-cap Equities (AMAT)

View all positions for Whittier Trust

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