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iShares Dow Jones EPAC Sel Div Ind shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management 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 Evermay 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 145k 27.67
2024-03-31 $4.1M 145k 28.04
2014-09-30 $269k 7.5k 35.73
2014-06-30 $300k 7.5k 39.89
2014-03-31 $289k 7.5k 38.61
2013-12-31 $321k 8.5k 37.92

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Evermay Wealth Management

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