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iShares Dow Jones US Reg Banks Ind. shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $548k 13k 41.84

More positions owned by Aspen Wealth Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)

View all positions for Aspen Wealth Strategies

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Royal Bank of Canada
Us Bancorp
Wells Fargo & Company
Branch Banking & Trust Company
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Commonwealth Equity Services
Citadel Advisors
Goldman Sachs Group
Abundance Wealth Counselors
UBS Group
Crestwood Advisors
Advisor Group Holdings
Steward Partners Investment Advisory

View all funds holding iShares Dow Jones US Reg Banks Ind.