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iShares Dow Jones EPAC Sel Div Ind shares owned by Brian McDonald

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

Historical chart of Brian McDonald 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 Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.4M 268k 27.67
2024-03-31 $8.0M 284k 28.04
2023-09-30 $8.3M 328k 25.40
2022-12-31 $4.4M 153k 28.97
2022-09-30 $3.5M 149k 23.32
2022-06-30 $3.5M 132k 26.80
2022-03-31 $5.7M 180k 31.84
2021-12-31 $5.6M 174k 32.14
2021-09-30 $4.7M 147k 31.65
2021-06-30 $3.0M 94k 31.98
2021-03-31 $1.8M 55k 32.42
2020-12-31 $799k 26k 30.58
2020-09-30 $612k 24k 25.70
2020-06-30 $586k 22k 26.22
2020-03-31 $477k 21k 22.57
2019-12-31 $746k 22k 33.45
2019-09-30 $300k 9.4k 32.01
2018-12-31 $338k 11k 30.49
2018-09-30 $792k 26k 30.88
2018-06-30 $982k 30k 32.60
2018-03-31 $1.2M 36k 34.14
2017-12-31 $2.7M 75k 35.70
2017-09-30 $2.4M 72k 33.40
2017-06-30 $2.4M 72k 33.39
2017-03-31 $2.6M 82k 31.88
2016-12-31 $2.6M 84k 30.55
2015-12-31 $409k 15k 26.66
2015-09-30 $460k 16k 28.14
2015-06-30 $1.1M 34k 32.32
2015-03-31 $424k 13k 33.62
2014-12-31 $792k 24k 33.73
2014-09-30 $413k 12k 35.80
2014-06-30 $460k 12k 39.90
2014-03-31 $447k 12k 38.66
2013-09-30 $768k 21k 36.27
2013-06-30 $574k 18k 31.83
2012-12-31 $309k 9.2k 33.63
2012-09-30 $276k 8.7k 31.62
2011-09-30 $212k 7.5k 28.44

More positions owned by Brian McDonald

Lilly Eli & Co Common (LLY)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Nvidia Corp Common (NVDA)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Alphabet Inc Cl A Common (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Ishares Tr Russell 1000 Growth Common (IWF)
Facebook Common (META)
Alphabet Inc Cl C Common (GOOG)
Home Depot Common (HD)
Ishares Tr 1000 Etf Common (IWB)
Exxon Mobil Corporation Common (XOM)

View all positions for Brian McDonald

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
P-Solve
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
UBS Group
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Orion Portfolio Solutions
Alliancebernstein

View all funds holding iShares Dow Jones EPAC Sel Div Ind