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

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

Historical chart of Oak Point 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 Oak Point Wealth Management 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 Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $2.7M 83k 32.59
2017-12-31 $2.3M 68k 33.79

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Envestnet Asset Management
Ameriprise Financial
UBS Group
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Regions Bank
Assetmark
Orion Portfolio Solutions

View all funds holding iShares Dow Jones EPAC Sel Div Ind