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

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

Historical chart of Forza 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 Forza 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 Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.8M 112k 25.40
2023-06-30 $3.0M 112k 26.33
2023-03-31 $3.1M 112k 27.49
2022-12-31 $2.5M 90k 27.16

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Mcp Etf (IJH)
Cisco Systems (CSCO)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Forza Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Mercer Global Advisors
UBS Group
Bank of New York Mellon
LPL Financial
Us Bancorp
Royal Bank of Canada
Raymond James Financial
Cetera Investment Advisers
Fukoku Mutual Life Insurance
HighTower Advisors
Alliancebernstein
Scotia Capital

View all funds holding iShares Dow Jones EPAC Sel Div Ind