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iShares Dow Jones EPAC Sel Div Ind shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute 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 Prepared Retirement Institute 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 Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-12-31 $313k 7.9k 39.45
2025-09-30 $305k 8.3k 36.55
2025-06-30 $288k 8.3k 34.51

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Faln Angls Usd (FALN)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Divid Etf (DIVB)

View all positions for Prepared Retirement Institute

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
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