iShares Dow Jones EPAC Sel Div Ind shares owned by Beta Wealth
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth 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 Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 34k | 30.23 |
| 2024-06-30 | $950k | 34k | 27.67 |
| 2024-03-31 | $934k | 33k | 28.04 |
| 2023-12-31 | $836k | 30k | 27.99 |
| 2023-09-30 | $1.0M | 41k | 25.40 |
| 2023-06-30 | $960k | 36k | 26.33 |
| 2023-03-31 | $7.3M | 267k | 27.49 |
| 2022-06-30 | $1.8M | 65k | 27.15 |
| 2020-12-31 | $1.0M | 35k | 29.48 |
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