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iShares Dow Jones US Reg Banks Ind. shares owned by Burkett Financial Services

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services 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 Burkett Financial Services 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 Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 336 41.86

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

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.