MorganRosel Wealth Management »

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

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

Historical chart of MorganRosel 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 MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $332k 9.1k 36.55
2025-06-30 $314k 9.1k 34.51
2025-03-31 $320k 10k 31.02
2024-12-31 $348k 13k 27.38
2019-06-30 $206k 6.7k 30.75

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

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

View all funds holding iShares Dow Jones EPAC Sel Div Ind