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iShares Dow Jones EPAC Sel Div Ind shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship 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 Sound Stewardship 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 Sound Stewardship

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 62k 28.04
2023-12-31 $1.7M 62k 27.99
2023-09-30 $1.6M 65k 25.40
2023-06-30 $1.7M 65k 26.33
2023-03-31 $1.9M 67k 27.49
2022-12-31 $1.9M 68k 27.16

More positions owned by Sound Stewardship

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sound Stewardship

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