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iShares Dow Jones EPAC Sel Div Ind shares owned by Sound View Wealth Advisors Group

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

Historical chart of Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group 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 View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $589k 14k 41.43

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Ishares Tr Ibonds 27 Etf (IBDS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
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Ishares Tr Ibonds Dec2026 (IBDR)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr Ibonds Dec 2031 (IBDW)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec 2032 (IBDX)

View all positions for Sound View Wealth Advisors Group

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
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
Commonwealth Equity Services

View all funds holding iShares Dow Jones EPAC Sel Div Ind