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

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

Historical chart of Lodestone 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 Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 5.4k 39.45
2023-03-31 $388k 14k 27.49
2022-12-31 $380k 14k 27.16

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Capital Group Core Plus Income Etf Etf (CGCP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Microsoft Corp Stock (MSFT)
Capital Group Short Duration Income Etf Etf (CGSD)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Amgen Stock (AMGN)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Capital Group International Focus Equity Etf Etf (CGXU)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

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

View all funds holding iShares Dow Jones EPAC Sel Div Ind