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iShares Dow Jones EPAC Sel Div Ind shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 54k 27.99
2023-09-30 $1.4M 56k 25.40
2023-06-30 $2.9M 110k 26.33
2023-03-31 $3.1M 113k 27.49
2022-12-31 $2.4M 90k 27.16
2022-09-30 $1.3M 60k 22.53
2022-06-30 $1.6M 60k 27.16
2022-03-31 $2.0M 62k 31.76
2021-12-31 $1.7M 55k 31.18
2021-09-30 $2.1M 69k 30.42
2021-06-30 $2.2M 67k 32.40
2021-03-31 $2.1M 66k 31.48
2020-12-31 $2.0M 67k 29.47
2020-09-30 $1.7M 70k 24.93
2020-06-30 $1.4M 56k 25.11
2020-03-31 $1.1M 49k 22.60
2019-12-31 $1.9M 57k 33.56
2019-09-30 $1.5M 48k 30.73
2019-06-30 $1.4M 46k 30.72
2019-03-31 $1.4M 45k 30.87
2018-12-31 $1.1M 40k 28.70

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

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