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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

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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
2024-09-30 $4.2M 139k 30.23
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)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Evermay Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Regions Bank
Assetmark
Orion Portfolio Solutions
Jpmorgan Chase & Co

View all funds holding iShares Dow Jones EPAC Sel Div Ind