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iShares Dow Jones EPAC Sel Div Ind shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $701k 25k 27.99
2023-09-30 $637k 25k 25.40
2023-06-30 $651k 25k 26.33
2023-03-31 $683k 25k 27.49
2022-12-31 $674k 25k 27.16
2022-09-30 $429k 19k 22.54
2022-06-30 $517k 19k 27.16
2022-03-31 $603k 19k 31.74
2021-12-31 $618k 20k 31.17
2021-09-30 $584k 19k 30.40
2021-06-30 $629k 19k 32.38
2021-03-31 $626k 20k 31.47
2020-12-31 $586k 20k 29.48
2020-09-30 $484k 19k 24.95
2020-06-30 $538k 21k 25.12
2020-03-31 $517k 23k 22.58
2019-12-31 $814k 24k 33.58
2019-09-30 $990k 32k 30.75
2019-06-30 $4.0M 131k 30.72
2019-03-31 $3.9M 127k 30.86
2018-12-31 $3.4M 118k 28.71
2018-09-30 $3.8M 116k 32.63
2018-06-30 $3.7M 115k 32.05
2018-03-31 $3.5M 106k 33.01
2017-12-31 $3.2M 96k 33.79
2017-09-30 $2.7M 79k 33.76
2017-06-30 $2.1M 65k 32.72
2017-03-31 $1.6M 50k 31.45
2016-12-31 $1.1M 38k 29.55
2016-09-30 $768k 26k 29.99
2016-06-30 $211k 7.4k 28.60
2015-06-30 $203k 6.3k 32.39
2015-03-31 $211k 6.3k 33.67
2014-12-31 $211k 6.3k 33.67
2014-09-30 $224k 6.3k 35.74
2014-06-30 $250k 6.3k 39.89
2014-03-31 $242k 6.3k 38.61
2013-12-31 $238k 6.3k 37.98
2013-09-30 $227k 6.3k 36.22
2013-03-31 $214k 6.3k 34.15

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding iShares Dow Jones EPAC Sel Div Ind

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

View all funds holding iShares Dow Jones EPAC Sel Div Ind