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iShares Dow Jones EPAC Sel Div Ind shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 28k 42.56

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Gallagher Fiduciary Advisors
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Royal Bank of Canada
Us Bancorp
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors

View all funds holding iShares Dow Jones EPAC Sel Div Ind