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iShares Dow Jones EPAC Sel Div Ind shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship investment in iShares Dow Jones EPAC Sel Div Ind

Jan 2023Jul 2023Jan 2024Jul 2024Jan 20251.6M1.7M1.8M60k65k
Value ($)Share countHistorical IDV position of Sound Stewardship Source: stockzoa.comValue ($)Share count

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All positions including iShares Dow Jones EPAC Sel Div Ind held by Sound Stewardship 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 Sound Stewardship

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.8M 57k 31.02
2024-12-31 $1.6M 57k 27.38
2024-09-30 $1.7M 57k 30.23
2024-06-30 $1.7M 60k 27.67
2024-03-31 $1.8M 62k 28.04
2023-12-31 $1.7M 62k 27.99
2023-09-30 $1.6M 65k 25.40
2023-06-30 $1.7M 65k 26.33
2023-03-31 $1.9M 67k 27.49
2022-12-31 $1.9M 68k 27.16

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View all positions for Sound Stewardship

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Raymond James Financial
Assetmark

View all funds holding iShares Dow Jones EPAC Sel Div Ind