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iShares Dow Jones EPAC Sel Div Ind shares owned by Elite Financial

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

Historical chart of Elite Financial 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 Elite Financial 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 Elite Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 36k 38.02
2025-06-30 $1.3M 37k 35.29
2025-03-31 $1.1M 36k 31.02
2024-12-31 $1.0M 37k 27.37

More positions owned by Elite Financial

Vanguard Scottsdale Fds vng rus1000grw (VONG)
Vanguard Value ETF (VTV)
Schwab Strategic Tr us dividend eq (SCHD)
iShares Russell 2000 Value Index (IWN)
Technology SPDR (XLK)
Schwab U S Large Cap Growth ETF (SCHG)
Ishares Tr core tl usd bd (IUSB)
SPDR DJ Wilshire Large Cap Growth (SPYG)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Sht Term Govt Bond ETF (VGSH)
Spdr Ser Tr sp500 high div (SPYD)
Vanguard Small-Cap ETF (VB)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Schwab Strategic Tr sht tm us tres (SCHO)

View all positions for Elite Financial

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