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iShares Dow Jones EPAC Sel Div Ind shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth 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 Trajan Wealth 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 65k 36.55
2025-06-30 $2.5M 71k 34.51
2025-03-31 $2.4M 78k 31.02

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View all positions for Trajan Wealth

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