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iShares Dow Jones EPAC Sel Div Ind shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares Dow Jones EPAC Sel Div Ind

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All positions including iShares Dow Jones EPAC Sel Div Ind held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 118k 36.55
2025-06-30 $3.2M 92k 34.51
2025-03-31 $2.2M 69k 31.02
2024-12-31 $2.0M 74k 27.38
2024-09-30 $270k 8.9k 30.23
2024-06-30 $223k 8.1k 27.67
2024-03-31 $283k 10k 28.04
2023-12-31 $298k 11k 27.99
2023-09-30 $269k 11k 25.40
2023-06-30 $313k 12k 26.33
2023-03-31 $362k 13k 27.49
2022-12-31 $342k 13k 27.16
2022-06-30 $511k 19k 27.15
2022-03-31 $285k 9.0k 31.78
2021-12-31 $319k 10k 31.16
2021-09-30 $375k 12k 30.41
2021-06-30 $278k 8.6k 32.35
2021-03-31 $254k 8.1k 31.42
2020-12-31 $238k 8.1k 29.44
2020-09-30 $181k 7.2k 25.09
2020-06-30 $192k 7.6k 25.21
2020-03-31 $76k 3.5k 21.61
2019-09-30 $7.0k 217 32.26
2019-06-30 $7.0k 217 32.26
2019-03-31 $7.0k 217 32.26
2018-12-31 $6.0k 217 27.65
2018-09-30 $62k 1.9k 33.21
2018-06-30 $7.0k 217 32.26
2018-03-31 $28k 850 32.94
2017-12-31 $14k 415 33.73

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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