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iShares Dow Jones EPAC Sel Div Ind shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $95k 3.4k 27.67
2024-03-31 $97k 3.5k 28.04
2023-12-31 $96k 3.4k 27.99
2023-09-30 $20k 793 25.41
2023-06-30 $21k 793 26.34
2023-03-31 $22k 781 27.49

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View all positions for Cape Investment Advisory

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Regions Bank
Assetmark
Orion Portfolio Solutions
Jpmorgan Chase & Co

View all funds holding iShares Dow Jones EPAC Sel Div Ind