Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Dow Jones EPAC Sel Div Ind shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 61k 36.55
2025-06-30 $2.3M 68k 34.51
2025-03-31 $2.0M 63k 31.02
2024-12-31 $1.8M 66k 27.38
2024-09-30 $2.0M 66k 30.23
2024-06-30 $1.9M 67k 27.67
2024-03-31 $2.0M 71k 28.04
2023-12-31 $1.9M 68k 27.99
2023-09-30 $2.0M 78k 25.40
2023-06-30 $2.2M 82k 26.33
2023-03-31 $2.3M 85k 27.49
2022-12-31 $2.4M 87k 27.16
2022-09-30 $2.0M 88k 22.53
2022-06-30 $1.8M 66k 27.16
2022-03-31 $2.0M 65k 31.75
2021-12-31 $1.8M 59k 31.18
2021-09-30 $1.7M 55k 30.41
2021-06-30 $1.7M 53k 32.40
2021-03-31 $1.6M 52k 31.48
2020-12-31 $1.5M 52k 29.47
2020-09-30 $1.1M 44k 24.93
2020-06-30 $1.1M 43k 25.12
2020-03-31 $793k 35k 22.59
2019-12-31 $375k 11k 33.60
2019-09-30 $343k 11k 30.73
2019-06-30 $242k 7.9k 30.73
2019-03-31 $243k 7.9k 30.86

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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Apple (AAPL)
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Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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