Sweeney & Michel »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 11k 35.91
2025-06-30 $337k 9.6k 35.05
2025-03-31 $242k 8.7k 27.79
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 S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
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)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Capital Group International SHS (CGIE)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Sweeney & Michel

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