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iShares Dow Jones EPAC Sel Div Ind shares owned by Fusion Family Wealth

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

Historical chart of Fusion Family Wealth 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 Fusion Family Wealth 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 Fusion Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $518k 17k 30.23
2024-06-30 $460k 17k 27.67
2024-03-31 $460k 16k 28.04

More positions owned by Fusion Family Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Fusion Family Wealth

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