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iShares Dow Jones EPAC Sel Div Ind shares owned by Forte Asset Management

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

Historical chart of Forte Asset 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 Forte Asset 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 Forte Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7M 256k 30.23
2024-06-30 $7.2M 259k 27.67
2024-03-31 $8.6M 308k 28.04
2023-12-31 $8.2M 291k 27.99
2023-09-30 $8.7M 336k 25.91
2023-06-30 $7.1M 271k 26.33
2023-03-31 $4.3M 156k 27.49
2022-12-31 $3.9M 142k 27.16

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Broad Usd High (USHY)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Forte Asset 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