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

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

Historical chart of Unique 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 Unique 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $678k 24k 28.04
2023-12-31 $650k 23k 27.99
2023-09-30 $558k 22k 25.40
2023-06-30 $525k 20k 26.33
2023-03-31 $543k 20k 27.49
2022-12-31 $528k 19k 27.16

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Global X Fds Nasdaq 100 Cover (QYLD)
J P Morgan Exchange Traded Equity Premium (JEPI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Aggres Alloc Etf (AOA)
Neos Etf Trust Neos S&p 500 Hi (SPYI)

View all positions for Unique Wealth

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
UBS Group
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
Mercer Global Advisors
Royal Bank of Canada
Scotia Capital
Orion Portfolio Solutions
Alliancebernstein
Regions Bank
Assetmark
Jpmorgan Chase & Co
Fukoku Mutual Life Insurance
GDS Wealth Management

View all funds holding iShares Dow Jones EPAC Sel Div Ind