iShares Dow Jones EPAC Sel Div Ind shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions 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 Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $633k | 21k | 30.23 |
| 2024-06-30 | $578k | 21k | 27.67 |
| 2024-03-31 | $607k | 22k | 28.04 |
| 2023-12-31 | $649k | 23k | 27.99 |
| 2023-09-30 | $624k | 25k | 25.40 |
| 2023-06-30 | $788k | 30k | 26.33 |
| 2023-03-31 | $838k | 31k | 27.49 |
| 2022-12-31 | $791k | 29k | 27.16 |
| 2022-09-30 | $570k | 25k | 22.54 |
| 2022-06-30 | $742k | 27k | 27.15 |
| 2022-03-31 | $906k | 29k | 31.77 |
| 2021-12-31 | $919k | 30k | 31.19 |
| 2021-06-30 | $908k | 28k | 32.42 |
| 2021-03-31 | $768k | 24k | 31.47 |
| 2020-12-31 | $473k | 16k | 29.46 |
| 2020-09-30 | $412k | 17k | 24.94 |
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