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iShares Dow Jones EPAC Sel Div Ind shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7k 44 39.45
2025-09-30 $1.6k 44 36.55
2025-06-30 $1.5k 44 34.50
2022-09-30 $17k 746 22.79

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Phillips Financial Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Us Bancorp
Royal Bank of Canada
Raymond James Financial
HighTower Advisors
Cetera Investment Advisers
Fukoku Mutual Life Insurance
Northwestern Mutual Wealth Management Company
Alliancebernstein

View all funds holding iShares Dow Jones EPAC Sel Div Ind