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iShares Dow Jones EPAC Sel Div Ind shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth 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 Cherry Tree Wealth 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $366k 13k 28.04
2023-12-31 $387k 14k 27.99
2023-09-30 $363k 14k 25.40
2023-06-30 $377k 14k 26.33

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Bank of New York Mellon
LPL Financial
Us Bancorp
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Orion Portfolio Solutions
Regions Bank

View all funds holding iShares Dow Jones EPAC Sel Div Ind