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

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 110k 27.38
2024-09-30 $3.2M 106k 30.23
2024-06-30 $2.8M 103k 27.67
2023-03-31 $225k 8.2k 27.49
2022-12-31 $255k 9.4k 27.16
2022-09-30 $248k 11k 22.50
2022-06-30 $321k 12k 27.19
2022-03-31 $780k 25k 31.76
2021-12-31 $588k 19k 31.19

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)

View all positions for Axxcess Wealth Management

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
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Raymond James Financial
Assetmark

View all funds holding iShares Dow Jones EPAC Sel Div Ind