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iShares Dow Jones EPAC Sel Div Ind shares owned by Petix & Botte

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Petix & Botte from 13F filings

Historical chart of Petix & Botte 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 Petix & Botte 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 Petix & Botte

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 45k 36.55
2025-06-30 $1.5M 45k 34.51
2025-03-31 $1.4M 45k 31.02
2024-12-31 $1.2M 45k 27.38
2024-09-30 $1.3M 45k 30.23
2024-06-30 $1.2M 45k 27.67
2024-03-31 $625k 22k 28.04
2023-12-31 $1.2M 45k 27.99
2023-09-30 $1.1M 45k 25.40
2023-06-30 $1.2M 45k 26.33
2023-03-31 $719k 26k 27.49
2022-09-30 $594k 26k 22.53
2022-06-30 $713k 26k 27.17
2022-03-31 $1.7M 52k 31.76
2021-12-31 $814k 26k 31.18
2021-09-30 $1.6M 52k 30.43
2021-06-30 $851k 26k 32.41
2021-03-31 $835k 53k 15.75
2020-12-31 $779k 26k 29.47
2020-09-30 $658k 26k 24.92
2020-06-30 $659k 52k 12.58
2020-03-31 $603k 27k 22.61
2019-12-31 $931k 28k 33.57

More positions owned by Petix & Botte

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Core S&p Us Vlu (IUSV)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Petix & Botte

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Morgan Stanley
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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