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iShares Dow Jones EPAC Sel Div Ind shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 47k 30.23
2024-06-30 $1.4M 52k 27.67
2024-03-31 $1.8M 63k 28.04
2023-12-31 $1.9M 67k 27.99

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Regions Bank
Assetmark
Orion Portfolio Solutions
Jpmorgan Chase & Co

View all funds holding iShares Dow Jones EPAC Sel Div Ind