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iShares Dow Jones EPAC Sel Div Ind shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $21k 499 42.57

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Gallagher Fiduciary Advisors
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Royal Bank of Canada
Us Bancorp
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors

View all funds holding iShares Dow Jones EPAC Sel Div Ind