iShares Dow Jones EPAC Sel Div Ind shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors 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 Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $280k | 10k | 27.99 |
| 2023-09-30 | $254k | 10k | 25.40 |
| 2023-06-30 | $263k | 10k | 26.33 |
| 2023-03-31 | $275k | 10k | 27.49 |
| 2022-12-31 | $272k | 10k | 27.16 |
| 2022-09-30 | $225k | 10k | 22.50 |
| 2022-06-30 | $272k | 10k | 27.20 |
| 2022-03-31 | $318k | 10k | 31.80 |
| 2021-12-31 | $312k | 10k | 31.20 |
| 2021-09-30 | $304k | 10k | 30.40 |
| 2021-06-30 | $324k | 10k | 32.40 |
| 2021-03-31 | $315k | 10k | 31.50 |
| 2020-12-31 | $295k | 10k | 29.50 |
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