iShares Dow Jones EPAC Sel Div Ind shares owned by Wealth Management Group
Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group 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 Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $430k | 16k | 27.38 |
| 2024-09-30 | $475k | 16k | 30.23 |
| 2024-06-30 | $425k | 15k | 27.67 |
| 2024-03-31 | $431k | 15k | 28.04 |
| 2023-12-31 | $590k | 21k | 27.99 |
| 2023-09-30 | $535k | 21k | 25.40 |
| 2023-06-30 | $555k | 21k | 26.33 |
| 2023-03-31 | $382k | 14k | 27.49 |
| 2022-12-31 | $326k | 12k | 27.19 |
| 2022-09-30 | $270k | 12k | 22.52 |
| 2022-06-30 | $362k | 13k | 27.17 |
| 2022-03-31 | $420k | 13k | 31.77 |
| 2021-12-31 | $393k | 13k | 31.20 |
| 2021-09-30 | $351k | 12k | 30.46 |
| 2021-06-30 | $256k | 7.9k | 32.40 |
| 2021-03-31 | $258k | 8.2k | 31.51 |
| 2020-12-31 | $242k | 8.2k | 29.52 |
| 2020-09-30 | $204k | 8.2k | 24.94 |
| 2020-06-30 | $205k | 8.2k | 25.06 |
| 2019-12-31 | $275k | 8.2k | 33.62 |
| 2019-09-30 | $250k | 8.1k | 30.78 |
| 2019-06-30 | $216k | 7.0k | 30.69 |
| 2019-03-31 | $217k | 7.0k | 30.83 |
| 2018-12-31 | $202k | 7.0k | 28.70 |
| 2018-09-30 | $375k | 12k | 32.61 |
| 2018-06-30 | $369k | 12k | 32.09 |
| 2018-03-31 | $380k | 12k | 33.05 |
| 2017-12-31 | $389k | 12k | 33.83 |
| 2017-09-30 | $254k | 7.5k | 33.76 |
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