iShares Dow Jones EPAC Sel Div Ind shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates 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 Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 147k | 36.55 |
| 2025-06-30 | $5.1M | 149k | 34.51 |
| 2025-03-31 | $4.4M | 142k | 31.02 |
| 2024-12-31 | $3.8M | 140k | 27.38 |
| 2024-09-30 | $4.2M | 138k | 30.23 |
| 2024-06-30 | $3.8M | 138k | 27.67 |
| 2024-03-31 | $3.8M | 138k | 27.67 |
| 2023-12-31 | $3.9M | 139k | 27.99 |
| 2023-09-30 | $3.5M | 137k | 25.40 |
| 2023-06-30 | $3.6M | 137k | 26.33 |
| 2023-03-31 | $3.8M | 137k | 27.49 |
| 2022-12-31 | $3.7M | 137k | 27.16 |
| 2022-09-30 | $3.1M | 137k | 22.53 |
| 2022-06-30 | $3.7M | 137k | 27.16 |
| 2022-03-31 | $4.3M | 134k | 31.76 |
| 2021-12-31 | $4.2M | 135k | 31.18 |
| 2021-09-30 | $3.9M | 129k | 30.42 |
| 2021-06-30 | $4.1M | 126k | 32.40 |
| 2021-03-31 | $4.0M | 126k | 31.48 |
| 2020-12-31 | $3.4M | 114k | 29.47 |
| 2020-09-30 | $3.0M | 120k | 24.93 |
| 2020-06-30 | $3.0M | 118k | 25.12 |
| 2020-03-31 | $2.6M | 113k | 22.60 |
| 2019-12-31 | $3.7M | 110k | 33.57 |
| 2019-09-30 | $3.3M | 106k | 30.74 |
| 2019-06-30 | $3.1M | 103k | 30.72 |
| 2019-03-31 | $3.0M | 99k | 30.86 |
| 2018-12-31 | $2.7M | 96k | 28.71 |
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