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iShares Dow Jones EPAC Sel Div Ind shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth Advisors 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 TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 9.9k 30.23
2024-06-30 $275k 9.9k 27.67
2024-03-31 $279k 9.9k 28.04
2023-12-31 $278k 9.9k 27.99
2023-09-30 $253k 9.9k 25.40
2023-06-30 $262k 9.9k 26.33
2023-03-31 $273k 9.9k 27.49
2022-12-31 $270k 9.9k 27.16
2022-09-30 $224k 9.9k 22.52
2022-06-30 $255k 9.4k 27.14
2022-03-31 $298k 9.4k 31.72
2021-12-31 $293k 9.4k 31.18
2021-09-30 $286k 9.4k 30.44
2021-06-30 $304k 9.4k 32.35
2021-03-31 $296k 9.4k 31.50
2020-12-31 $277k 9.4k 29.48
2020-09-30 $234k 9.4k 24.90
2020-06-30 $236k 9.4k 25.12
2020-03-31 $5.0k 224 22.32
2019-12-31 $8.0k 224 35.71
2019-09-30 $11k 344 31.98
2019-06-30 $11k 344 31.98
2019-03-31 $8.0k 274 29.20
2018-12-31 $23k 813 28.29
2018-09-30 $120k 3.7k 32.54
2018-06-30 $118k 3.7k 32.00
2018-03-31 $122k 3.7k 33.08
2017-12-31 $98k 2.9k 33.65
2017-09-30 $84k 2.5k 33.71
2017-06-30 $82k 2.5k 32.91
2017-03-31 $29k 925 31.35
2016-12-31 $27k 925 29.19
2016-09-30 $39k 1.3k 29.93
2016-06-30 $34k 1.2k 28.91
2016-03-31 $29k 1.0k 28.86
2015-12-31 $6.0k 207 28.99
2015-09-30 $63k 2.2k 28.16
2015-06-30 $61k 1.9k 32.33
2015-03-31 $63k 1.9k 33.39
2014-12-31 $64k 1.9k 33.92
2014-09-30 $60k 1.7k 35.71
2014-06-30 $67k 1.7k 39.88
2014-03-31 $22k 580 37.93
2013-12-31 $22k 580 37.93
2013-09-30 $3.0k 75 40.00
2013-06-30 $2.0k 75 26.67

More positions owned by TCI Wealth Advisors

Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Apple (AAPL)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for TCI Wealth Advisors

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