iShares Dow Jones EPAC Sel Div Ind shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares Dow Jones EPAC Sel Div Ind
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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $893k | 32k | 28.04 |
| 2024-06-30 | $404k | 15k | 27.67 |
| 2024-03-31 | $893k | 32k | 28.04 |
| 2023-12-31 | $1.1M | 39k | 27.99 |
| 2023-09-30 | $1.1M | 43k | 25.40 |
| 2023-06-30 | $2.1M | 81k | 26.33 |
| 2023-03-31 | $3.7M | 135k | 27.33 |
| 2022-12-31 | $3.9M | 145k | 27.16 |
| 2022-09-30 | $3.9M | 172k | 22.53 |
| 2022-06-30 | $5.0M | 185k | 27.16 |
| 2022-03-31 | $5.9M | 184k | 31.76 |
| 2021-12-31 | $2.1M | 67k | 31.18 |
| 2021-09-30 | $1.9M | 64k | 30.42 |
| 2021-06-30 | $2.0M | 63k | 32.40 |
| 2021-03-31 | $1.7M | 55k | 31.48 |
| 2020-12-31 | $1.6M | 53k | 29.47 |
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