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iShares Dow Jones EPAC Sel Div Ind shares owned by Capital Advisors

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 9.0k 30.24
2024-06-30 $248k 9.0k 27.70
2024-03-31 $286k 10k 28.05
2023-12-31 $285k 10k 27.96
2023-09-30 $291k 12k 25.40
2023-06-30 $393k 15k 26.34
2023-03-31 $472k 17k 27.47
2022-12-31 $466k 17k 27.16
2022-09-30 $386k 17k 22.56
2022-06-30 $511k 19k 27.18
2022-03-31 $601k 19k 31.75
2021-12-31 $598k 19k 31.18
2021-09-30 $597k 20k 30.41
2021-06-30 $644k 20k 32.39
2021-03-31 $536k 17k 31.47
2020-12-31 $515k 18k 29.50
2020-09-30 $494k 20k 24.93
2020-06-30 $608k 24k 25.12
2020-03-31 $831k 37k 22.59
2019-12-31 $1.3M 39k 33.57
2019-09-30 $1.2M 39k 30.74
2019-06-30 $1.2M 39k 30.72
2019-03-31 $1.2M 40k 30.86
2018-12-31 $1.2M 42k 28.72
2018-09-30 $1.3M 39k 32.64
2018-06-30 $1.1M 36k 32.05
2018-03-31 $1.2M 35k 33.02
2017-12-31 $1.2M 35k 33.79
2017-09-30 $1.0M 30k 33.77
2017-06-30 $871k 27k 32.71
2017-03-31 $753k 24k 31.47
2016-12-31 $634k 22k 29.55
2016-09-30 $638k 21k 29.99
2016-06-30 $631k 22k 28.65
2016-03-31 $638k 22k 28.98
2015-12-31 $670k 23k 28.72
2015-09-30 $1.4M 51k 28.13
2015-06-30 $2.0M 62k 32.34
2015-03-31 $2.1M 64k 33.64
2014-12-31 $2.0M 61k 33.69
2014-09-30 $2.2M 61k 35.78
2014-06-30 $2.4M 60k 39.89
2014-03-31 $2.2M 57k 38.64
2013-12-31 $1.8M 44k 40.07

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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

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