iShares Dow Jones EPAC Sel Div Ind shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners 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 Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $910k | 30k | 30.23 |
2024-06-30 | $767k | 28k | 27.67 |
2024-03-31 | $818k | 29k | 28.04 |
2023-12-31 | $812k | 29k | 27.99 |
2023-09-30 | $714k | 28k | 25.40 |
2023-06-30 | $737k | 28k | 26.33 |
2023-03-31 | $745k | 27k | 27.49 |
2022-12-31 | $727k | 27k | 27.16 |
2022-09-30 | $651k | 29k | 22.53 |
2022-06-30 | $727k | 27k | 27.17 |
2022-03-31 | $825k | 26k | 31.77 |
2021-12-31 | $752k | 24k | 31.20 |
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