Sagace Wealth Management »

iShares Dow Jones EPAC Sel Div Ind shares owned by Sagace Wealth Management

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

Historical chart of Sagace Wealth 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 Sagace Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Sagace Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 30k 42.56

More positions owned by Sagace Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Sagace Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Gallagher Fiduciary Advisors
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Royal Bank of Canada
Us Bancorp
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors

View all funds holding iShares Dow Jones EPAC Sel Div Ind