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iShares Dow Jones EPAC Sel Div Ind shares owned by GW & Wade

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 113k 27.99
2023-09-30 $3.7M 144k 25.40
2023-06-30 $4.4M 167k 26.33
2023-03-31 $5.2M 190k 27.49
2022-12-31 $3.8M 139k 27.16
2022-09-30 $4.0M 178k 22.53
2022-06-30 $3.7M 137k 27.16
2022-03-31 $2.1M 66k 31.76
2021-12-31 $936k 30k 31.19
2021-09-30 $752k 25k 30.43
2021-06-30 $760k 24k 32.38
2021-03-31 $679k 22k 31.46
2020-12-31 $590k 20k 29.48
2020-09-30 $490k 20k 24.92
2020-06-30 $738k 29k 25.14
2020-03-31 $530k 24k 22.58
2019-12-31 $4.8M 142k 33.57
2019-09-30 $4.1M 135k 30.74
2019-06-30 $4.3M 140k 30.72
2019-03-31 $4.2M 137k 30.86
2018-12-31 $4.2M 145k 28.71
2018-09-30 $4.0M 121k 32.63
2018-06-30 $4.0M 124k 32.05
2018-03-31 $3.9M 119k 33.01
2017-12-31 $3.7M 108k 33.79
2017-09-30 $3.5M 104k 33.76
2017-06-30 $3.2M 97k 32.72
2017-03-31 $2.6M 82k 31.46
2016-12-31 $1.5M 52k 29.56
2016-09-30 $1.3M 43k 29.98
2016-06-30 $965k 34k 28.62
2016-03-31 $911k 31k 29.00
2015-12-31 $1.2M 41k 28.70
2015-09-30 $2.6M 93k 28.13
2015-06-30 $4.2M 129k 32.33
2015-03-31 $4.4M 131k 33.64
2014-12-31 $7.5M 223k 33.69
2014-09-30 $9.3M 259k 35.79
2014-06-30 $11M 280k 39.89
2014-03-31 $9.9M 256k 38.64
2013-12-31 $9.3M 245k 37.94
2013-09-30 $7.5M 207k 36.26
2013-06-30 $6.0M 188k 31.83
2013-03-31 $5.1M 149k 34.15

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Morgan Stanley
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

View all funds holding iShares Dow Jones EPAC Sel Div Ind