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

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 6.2k 36.55
2025-06-30 $215k 6.2k 34.51
2023-03-31 $1.2M 44k 27.49
2020-12-31 $999 45 22.22
2020-09-30 $999 45 22.22
2020-06-30 $1.0k 44 22.73

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth Advisors

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