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iShares Dow Jones EPAC Sel Div Ind shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in iShares Dow Jones EPAC Sel Div Ind

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All positions including iShares Dow Jones EPAC Sel Div Ind held by Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 391k 36.55
2025-06-30 $14M 408k 34.51
2025-03-31 $480k 16k 31.02
2024-12-31 $421k 15k 27.38
2024-09-30 $452k 15k 30.23
2024-06-30 $412k 15k 27.67
2024-03-31 $525k 19k 28.04
2023-09-30 $477k 19k 25.40
2023-06-30 $444k 17k 26.33
2023-03-31 $574k 21k 27.49
2022-12-31 $620k 23k 27.16
2022-09-30 $689k 31k 22.53
2022-06-30 $861k 32k 27.16
2022-03-31 $1.2M 39k 31.75
2021-12-31 $1.1M 36k 31.19
2021-09-30 $1.0M 34k 30.43
2021-06-30 $1.2M 37k 32.39
2021-03-31 $963k 31k 31.49
2020-12-31 $977k 33k 29.47
2020-09-30 $1.1M 43k 24.93
2020-06-30 $1.2M 47k 25.12
2020-03-31 $981k 43k 22.60
2019-12-31 $1.7M 51k 33.58
2019-09-30 $1.4M 46k 30.73
2019-06-30 $1.5M 49k 30.72
2019-03-31 $2.1M 69k 30.87
2018-12-31 $2.0M 71k 28.70
2018-09-30 $2.4M 74k 32.63
2018-06-30 $2.6M 81k 32.05
2018-03-31 $3.2M 96k 33.01
2017-12-31 $3.5M 103k 33.79
2017-09-30 $3.0M 88k 33.76
2017-06-30 $2.7M 84k 32.72
2017-03-31 $2.3M 74k 31.46
2016-12-31 $1.6M 55k 29.57
2016-09-30 $1.6M 54k 29.99
2016-06-30 $1.5M 53k 28.63
2016-03-31 $1.6M 55k 29.00
2015-12-31 $1.4M 48k 28.71
2015-09-30 $1.3M 47k 28.13
2015-06-30 $1.8M 55k 32.32
2015-03-31 $2.1M 62k 33.64
2014-12-31 $3.6M 107k 33.69

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Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sigma Planning

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Morgan Stanley
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Mercer Global Advisors
UBS Group
Bank of New York Mellon
LPL Financial
Us Bancorp
Royal Bank of Canada
Raymond James Financial
Cetera Investment Advisers
Fukoku Mutual Life Insurance
HighTower Advisors
Alliancebernstein

View all funds holding iShares Dow Jones EPAC Sel Div Ind