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

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

Historical chart of Benchmark Wealth Management 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 Benchmark 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 Benchmark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $505k 15k 34.51
2025-03-31 $278k 9.0k 31.02

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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Morningstr Us Eq (ILCB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Mrgstr Md Cp Etf (IMCB)

View all positions for Benchmark Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Morgan Stanley
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Mercer Global Advisors
UBS Group
Bank of New York Mellon
LPL Financial
Us Bancorp
Royal Bank of Canada
Raymond James Financial
Cetera Investment Advisers
Fukoku Mutual Life Insurance
HighTower Advisors
Alliancebernstein

View all funds holding iShares Dow Jones EPAC Sel Div Ind