iShares Dow Jones EPAC Sel Div Ind shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management 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 Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $679k | 16k | 41.43 |
| 2026-03-31 | $749k | 18k | 42.56 |
| 2025-12-31 | $671k | 17k | 39.45 |
| 2025-09-30 | $883k | 24k | 36.55 |
| 2025-06-30 | $1.0M | 30k | 34.51 |
| 2025-03-31 | $1.0M | 33k | 31.02 |
| 2024-12-31 | $953k | 35k | 27.38 |
| 2024-09-30 | $1.0M | 33k | 30.23 |
| 2024-06-30 | $822k | 30k | 27.67 |
| 2024-03-31 | $774k | 28k | 28.04 |
| 2023-12-31 | $664k | 24k | 27.99 |
| 2023-09-30 | $529k | 21k | 25.40 |
| 2023-06-30 | $485k | 13k | 36.78 |
| 2023-03-31 | $402k | 15k | 27.49 |
| 2022-12-31 | $429k | 16k | 27.16 |
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