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

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

Historical chart of Heirloom 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 Heirloom 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 Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $387k 9.1k 42.56

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View all positions for Heirloom 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
LPL Financial
Bank of New York Mellon
Us Bancorp
Raymond James Financial
HighTower Advisors
Cetera Investment Advisers
Fukoku Mutual Life Insurance
Northwestern Mutual Wealth Management Company
Alliancebernstein
Scotia Capital

View all funds holding iShares Dow Jones EPAC Sel Div Ind