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WealthPlan Investment Management »

iShares Dow Jones EPAC Sel Div Ind shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed	Position value	Share count	Share price at filing
2023-09-30	$930k	37k	25.40
2023-06-30	$407k	16k	26.33
2023-03-31	$902k	33k	27.49
2022-12-31	$1.1M	38k	28.76
2022-09-30	$975k	36k	27.14
2022-03-31	$867k	29k	30.16

More positions owned by WealthPlan Investment Management

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Ishares Tr Core S&p500 Etf (IVV)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Core Msci Emkt (IEMG)

Casey's General Stores (CASY)

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Wal-Mart Stores (WMT)

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View all positions for WealthPlan Investment Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

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

Scotia Capital

View all funds holding iShares Dow Jones EPAC Sel Div Ind

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