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iShares Dow Jones EPAC Sel Div Ind shares owned by MA Private Wealth

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

Historical chart of MA Private 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 MA Private 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $336k 12k 27.99
2023-09-30 $305k 12k 25.40
2023-06-30 $862k 33k 26.33
2023-03-31 $962k 35k 27.49
2022-12-31 $951k 35k 27.16
2022-09-30 $849k 36k 23.32
2022-06-30 $955k 37k 26.04
2022-03-31 $1.3M 40k 31.76
2021-12-31 $1.3M 41k 31.17
2021-09-30 $1.2M 41k 30.42
2021-06-30 $1.3M 39k 32.41
2021-03-31 $1.2M 39k 31.48
2020-12-31 $1.1M 39k 29.48
2020-09-30 $1.0M 41k 24.92
2020-06-30 $1.0M 41k 25.11
2020-03-31 $953k 42k 22.60
2019-12-31 $1.5M 45k 33.57
2019-09-30 $1.5M 49k 30.75
2019-06-30 $1.5M 49k 30.72
2019-03-31 $1.5M 49k 30.86
2018-12-31 $1.4M 50k 28.71

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for MA Private Wealth

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
UBS Group
Wells Fargo & Company
Bank of New York Mellon
Us Bancorp
Mercer Global Advisors
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Orion Portfolio Solutions
Regions Bank
Assetmark
Jpmorgan Chase & Co
Fukoku Mutual Life Insurance
GDS Wealth Management

View all funds holding iShares Dow Jones EPAC Sel Div Ind