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iShares Dow Jones EPAC Sel Div Ind shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa investment in iShares Dow Jones EPAC Sel Div Ind

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All positions including iShares Dow Jones EPAC Sel Div Ind held by Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $292k 6.9k 42.56
2026-03-31 $518k 13k 41.43
2025-12-31 $105k 2.7k 39.45

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Royal Bank of Canada
Us Bancorp
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors
Commonwealth Equity Services

View all funds holding iShares Dow Jones EPAC Sel Div Ind