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iShares Dow Jones EPAC Sel Div Ind shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 6.8k 29.67
2023-09-30 $206k 8.2k 25.12
2023-06-30 $235k 8.8k 26.61
2023-03-31 $375k 14k 27.02

More positions owned by Sweeney & Michel

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Core Msci Emkt (IEMG)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Regions Bank
Assetmark
Orion Portfolio Solutions
Jpmorgan Chase & Co

View all funds holding iShares Dow Jones EPAC Sel Div Ind