iShares Dow Jones EPAC Sel Div Ind shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Dow Jones EPAC Sel Div Ind
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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $212k | 7.0k | 30.23 |
| 2024-03-31 | $491k | 18k | 28.04 |
| 2023-12-31 | $536k | 19k | 27.99 |
| 2023-09-30 | $630k | 25k | 25.40 |
| 2023-06-30 | $621k | 24k | 26.33 |
| 2023-03-31 | $656k | 24k | 27.49 |
| 2022-12-31 | $648k | 24k | 27.16 |
| 2022-09-30 | $438k | 19k | 22.53 |
| 2022-06-30 | $478k | 18k | 27.16 |
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