CWM »

iShares Dow Jones EPAC Sel Div Ind shares owned by CWM

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

Historical chart of CWM 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 CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 346k 36.55
2025-06-30 $15M 433k 34.51
2025-03-31 $8.0M 259k 31.02
2024-12-31 $6.8M 249k 27.38
2024-09-30 $6.8M 225k 30.23
2024-06-30 $5.9M 212k 27.67
2024-03-31 $5.0M 179k 28.04
2023-12-31 $4.6M 163k 27.99
2023-09-30 $4.6M 181k 25.40
2023-06-30 $5.5M 210k 26.33
2023-03-31 $6.5M 236k 27.49
2022-12-31 $3.7M 135k 27.16
2022-09-30 $2.8M 126k 22.53
2022-06-30 $2.5M 93k 27.16
2022-03-31 $2.2M 70k 31.76
2021-12-31 $1.7M 55k 31.18
2021-06-30 $1.2M 37k 32.40
2021-03-31 $839k 27k 31.49
2020-12-31 $962k 33k 29.47
2020-09-30 $1.6M 64k 24.93
2020-06-30 $1.8M 71k 25.12
2020-03-31 $3.0M 131k 22.60
2019-12-31 $1.3M 40k 33.58
2019-09-30 $280k 9.1k 30.76
2019-06-30 $65k 2.1k 30.49
2019-03-31 $130k 4.2k 30.95
2018-12-31 $86k 3.0k 28.67
2018-09-30 $98k 3.0k 32.67
2018-06-30 $97k 3.0k 32.22
2018-03-31 $99k 3.0k 33.00
2017-12-31 $101k 3.0k 33.67
2017-09-30 $101k 3.0k 33.67
2017-06-30 $98k 3.0k 32.67
2017-03-31 $94k 3.0k 31.33
2016-12-31 $59k 2.0k 29.50
2016-09-30 $92k 3.1k 29.97
2016-06-30 $57k 2.0k 28.50
2016-03-31 $58k 2.0k 29.00

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding iShares Dow Jones EPAC Sel Div Ind

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

View all funds holding iShares Dow Jones EPAC Sel Div Ind