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iShares Dow Jones EPAC Sel Div Ind shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $51k 1.8k 28.04
2023-12-31 $965k 35k 27.99
2023-09-30 $876k 35k 25.40
2023-06-30 $908k 35k 26.33
2023-03-31 $948k 35k 27.49
2022-12-31 $936k 35k 27.16
2022-09-30 $778k 35k 22.54
2022-06-30 $938k 35k 27.17
2022-03-31 $1.1M 35k 31.75
2021-12-31 $1.1M 35k 31.17
2021-09-30 $1.0M 35k 30.42
2021-06-30 $1.1M 34k 32.40
2021-03-31 $1.1M 36k 31.48
2020-12-31 $1.1M 36k 29.44
2020-09-30 $850k 34k 24.93
2020-06-30 $857k 34k 25.13
2020-03-31 $771k 34k 22.61
2019-12-31 $1.1M 33k 33.56
2019-09-30 $8.0k 258 31.01
2019-06-30 $10k 344 29.07
2019-03-31 $23k 773 29.75
2018-12-31 $24k 859 27.94

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

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