| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 145 | 189,356 | IVE, IVW, IWN, DVY | 13F-HR | 4/15/2024 | 000139834424007199 |
| Q4 2023 | 146 | 180,829 | IVE, IVW, IWN, DVY | 13F-HR | 1/31/2024 | 000139834424001545 |
| Q3 2023 | 139 | 166,412 | IVE, IVW, IWN, DVY | 13F-HR | 10/16/2023 | 000139834423019303 |
| Q2 2023 | 132 | 171,107 | IVE, IVW, IWN, IWO | 13F-HR | 8/2/2023 | 000139834423013992 |
| Q1 2023 | 135 | 179,714 | IVE, IVW, IWN, DVY | 13F-HR | 5/10/2023 | 000139834423009262 |
| Q4 2022 | 134 | 172,290 | IVE, IVW, IWN, DVY | 13F-HR | 2/14/2023 | 000139834423003269 |
| Q3 2022 | 129 | 152,460 | IVE, IVW, IWN, IWO | 13F-HR | 11/14/2022 | 000139834422022156 |
| Q2 2022 | 140 | 164,950 | IVE, IVW, IWN, IWO | 13F-HR | 8/2/2022 | 000139834422014566 |
| Q1 2022 | 128 | 171,828 | IVW, IVE, IWN, IWO | 13F-HR | 5/9/2022 | 000139834422009034 |
| Q4 2021 | 131 | 175,935 | IVW, IVE, IWN, IWO | 13F-HR | 1/14/2022 | 000139834422000612 |
| Q3 2021 | 123 | 161,927 | IVW, IVE, IWN, IWO | 13F-HR | 10/13/2021 | 000139834421019873 |
| Q2 2021 | 120 | 162,754 | IVW, IVE, IWN, IWO | 13F-HR | 7/14/2021 | 000139834421014362 |
| Q1 2021 | 122 | 152,887 | IVW, IVE, IWN, IWO | 13F-HR | 4/13/2021 | 000139834421008006 |
| Q4 2020 | 107 | 131,465 | IVW, IVE, IWO, IWN | 13F-HR | 1/14/2021 | 000139834421000803 |
| Q3 2020 | 116 | 116,565 | IVW, IVE, IWO, IWN | 13F-HR | 10/7/2020 | 000139834420019800 |
| Q2 2020 | 112 | 103,436 | IVW, IVE, IWO, IWN | 13F-HR | 7/31/2020 | 000139834420014773 |
| Q1 2020 | 115 | 82,573 | IVW, IVE, PFF, EFA | 13F-HR | 5/12/2020 | 000139834420009934 |
| Q4 2019 | 117 | 95,937 | IVW, IVE, EFA, PFF | 13F-HR | 2/10/2020 | 000139834420002538 |