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Integris Wealth Management »

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

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

Historical chart of Integris 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 Integris 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 Integris Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$492k	18k	28.04
2023-12-31	$492k	18k	27.99
2023-09-30	$460k	18k	25.40
2023-06-30	$457k	17k	26.33
2023-03-31	$470k	17k	27.49
2022-12-31	$488k	18k	27.16

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Intl Small Cap V (DISV)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

Vanguard Index Fds Large Cap Etf (VV)

Dimensional Etf Trust Global Real Est (DFGR)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Caterpillar (CAT)

Ishares Tr Core Msci Euro (IEUR)

Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

Apple (AAPL)

View all positions for Integris 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

Orion Portfolio Solutions

Regions Bank

View all funds holding iShares Dow Jones EPAC Sel Div Ind

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