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iShares Dow Jones EPAC Sel Div Ind shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 117k 28.98
2024-03-31 $3.2M 115k 27.78
2023-12-31 $3.0M 108k 27.99
2023-09-30 $3.2M 124k 25.40
2023-06-30 $3.3M 126k 26.33
2023-03-31 $3.4M 122k 27.49
2022-12-31 $3.4M 124k 27.16
2022-09-30 $1.5M 66k 22.53
2022-06-30 $2.2M 81k 27.16
2022-03-31 $1.9M 61k 31.76
2021-12-31 $1.5M 49k 31.18

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)

View all positions for EverSource Wealth Advisors

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