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iShares Dow Jones EPAC Sel Div Ind shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth 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 Plan A Wealth 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 Plan A Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $303k 7.2k 42.20
2026-06-30 $331k 8.0k 41.43
2026-03-31 $408k 9.6k 42.56
2025-12-31 $395k 10k 39.45
2025-09-30 $366k 10k 36.55
2025-06-30 $351k 10k 34.51

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View all positions for Plan A Wealth

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Mercer Global Advisors
Ameriprise Financial
UBS Group
LPL Financial
Bank of New York Mellon
Royal Bank of Canada
Us Bancorp
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company

View all funds holding iShares Dow Jones EPAC Sel Div Ind