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iShares Dow Jones EPAC Sel Div Ind shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio 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 Custom Portfolio 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 Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 74k 26.73
2024-03-31 $1.5M 55k 27.11
2023-12-31 $1.4M 52k 26.87

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
P-Solve
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
UBS Group
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Orion Portfolio Solutions
Alliancebernstein

View all funds holding iShares Dow Jones EPAC Sel Div Ind