iShares Dow Jones EPAC Sel Div Ind shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Dow Jones EPAC Sel Div Ind
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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $160k | 5.7k | 28.04 |
| 2023-12-31 | $160k | 5.7k | 27.99 |
| 2023-09-30 | $145k | 5.7k | 25.40 |
| 2023-06-30 | $150k | 5.7k | 26.33 |
| 2023-03-31 | $197k | 7.2k | 27.49 |
| 2022-12-31 | $131k | 4.8k | 27.16 |
| 2022-09-30 | $80k | 3.6k | 22.52 |
| 2022-06-30 | $97k | 3.6k | 27.30 |
| 2022-03-31 | $112k | 3.5k | 31.82 |
| 2021-12-31 | $113k | 3.6k | 31.16 |
| 2021-09-30 | $109k | 3.6k | 30.40 |
| 2021-06-30 | $116k | 3.6k | 32.35 |
| 2021-03-31 | $117k | 3.7k | 31.50 |
| 2020-12-31 | $115k | 3.9k | 29.56 |
| 2020-09-30 | $100k | 4.0k | 25.02 |
| 2020-06-30 | $100k | 4.0k | 25.11 |
| 2020-03-31 | $89k | 3.9k | 22.69 |
| 2019-12-31 | $128k | 3.8k | 33.49 |
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