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iShares Dow Jones EPAC Sel Div Ind shares owned by Castle Rock Wealth Management

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

Historical chart of Castle Rock Wealth Management 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 Castle Rock Wealth Management 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 Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 30k 42.77
2019-03-31 $0 14k 0.00
2018-12-31 $335k 11k 31.22
2018-09-30 $313k 10k 31.46
2018-06-30 $293k 9.1k 32.03

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Coca-Cola Company (KO)
Chevron Corporation (CVX)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Amazon (AMZN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Castle Rock Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Gallagher Fiduciary Advisors
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Royal Bank of Canada
Us Bancorp
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors

View all funds holding iShares Dow Jones EPAC Sel Div Ind