Action Point Financial Planning »

iShares Dow Jones EPAC Sel Div Ind shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning 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 Action Point Financial Planning 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 Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 31k 41.43

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Royal Bank of Canada
Us Bancorp
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors
Commonwealth Equity Services

View all funds holding iShares Dow Jones EPAC Sel Div Ind