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iShares Dow Jones EPAC Sel Div Ind shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group 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 Cornerstone Wealth Group 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 Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $850k 22k 39.45
2025-09-30 $729k 20k 36.55
2025-06-30 $349k 10k 34.51

More positions owned by Cornerstone Wealth Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Ishares Tr Msci Acwi Ex Us (ACWX)
JPMorgan Chase & Co. (JPM)

View all positions for Cornerstone Wealth Group

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Us Bancorp
Royal Bank of Canada
Raymond James Financial
HighTower Advisors
Cetera Investment Advisers
Fukoku Mutual Life Insurance
Northwestern Mutual Wealth Management Company
Alliancebernstein

View all funds holding iShares Dow Jones EPAC Sel Div Ind